Financial IQ and Central Financial Services are independent financial services and insurance consulting firms. Our clients include families, individuals and small/mid-sized businesses.
Our collaborative approach to working with clients focuses on establishing priorities and goals that are important to the client. We get to know our clients on a personal level to better understand their priorities and goals. After reviewing these priorities and goals we develop a customized action plan and work closely with our clients to achieve their desired results. We firmly believe that a client’s needs should always come first, and we practice this daily.
As an independent firm, we offer objective strategies that focus on your needs. Your goals deserve comprehensive strategies, not cookie cutter products.
Our Products and Services include:
- 401(k) retirement plans and Individual Retirement Accounts
- 529 college savings plans*
- Mutual Funds*
- Certificates of Deposit
- U.S.Treasuries Securities*
- Group retirement and savings plans
- Simplified Employee Pension Plans
- Qualified Retirement Plans
- Other retirement savings plans designed specifically for employee groups
- Life insurance
- Long-term care, disability income insurance and critical illness
We welcome the opportunity to introduce our unique personal approach and help you to create fiscal stability in your future financial plans. It all starts with a conversation. To schedule a complimentary meeting to learn more about our services, please contact us at (402) 423-4022.
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Financial IQ Advisors
6355 S 56th Street
Lincoln, NE 68516
Office Hours: 8:00am to 5:00pm M-F (or by appointment)
*Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA, SIPC. AIC and CFS/Financialiq are not affiliated. Additional products and services may be available through Ken Broman or CFS/Financial IQ that are not offered through AIC. Securities products are limited to residents of AZ, CA, CO, IA, KS, MA, MO, NE, SD, UT and WI.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from CFS will contact you to provide requested information. Kenneth Broman, Investment Advisor Representative, securities e-mail: firstname.lastname@example.org.
Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.