NE · Alliance

Fiduciary advisors in Alliance, NE

1 advisor with offices in Alliance. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Alliance

Independent Plan Financial, LLC

Alliance, Nebraska

Independent RIA

Independent Plan Financial, an independent registered investment advisor based in Alliance, Nebraska, has been serving clients since 1994. The firm offers investment planning, asset management, retirement planning, education planning, estate planning, insurance risk management, tax planning, and business owner financial planning, structured around a multi-step consultation and planning process that includes initial goal-setting, detailed plan development, and ongoing plan adjustments. Led by Maverick Churchill, who brings experience in farming, ranching, banking, and entrepreneurship, the firm emphasizes a client-focused approach grounded in long-term diversified investing rather than market timing.

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Financial advisors in Alliance, Nebraska

Advisors serving Alliance specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Nebraska's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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