Feltz Wealth Plan Omaha is a comprehensive financial planning firm that provides customized wealth management solutions to individuals and families in the Omaha area. The firm was founded by Michael Feltz, a Certified Financial Planner professional with over 20 years of experience in the financial services industry.

Feltz Wealth Plan Omaha offers a wide range of services, including:

Retirement planning
Investment planning
Estate planning
Insurance planning
Education planning

The firm's goal is to help clients achieve their financial goals by providing them with personalized advice and guidance. Feltz Wealth Plan Omaha takes a holistic approach to financial planning, considering all aspects of a client's financial situation to develop a plan that meets their unique needs.

Feltz Wealth Plan Omaha is committed to providing clients with the highest level of service. The firm is a member of the National Association of Personal Financial Advisors (NAPFA), and Michael Feltz is a NAPFA-Registered Financial Advisor.

Key Aspects of Feltz Wealth Plan Omaha

Feltz Wealth Plan Omaha is a comprehensive financial planning firm that provides customized wealth management solutions to individuals and families in the Omaha area. Six key aspects of the firm's approach include:

Personalized advice: Feltz Wealth Plan Omaha takes a holistic approach to financial planning, considering all aspects of a client's financial situation to develop a plan that meets their unique needs.
Experienced professionals: The firm's founder, Michael Feltz, is a Certified Financial Planner professional with over 20 years of experience in the financial services industry.
Range of services: Feltz Wealth Plan Omaha offers a wide range of services, including retirement planning, investment planning, estate planning, insurance planning, and education planning.
Commitment to clients: The firm is committed to providing clients with the highest level of service and is a member of the National Association of Personal Financial Advisors (NAPFA).
NAPFA-Registered Financial Advisor: Michael Feltz is a NAPFA-Registered Financial Advisor, which demonstrates his commitment to ethical and professional standards.
Client-focused approach: The firm's goal is to help clients achieve their financial goals by providing them with personalized advice and guidance.

These six key aspects underscore Feltz Wealth Plan Omaha's commitment to providing comprehensive and personalized financial planning services to its clients. By taking a holistic approach and considering all aspects of a client's financial situation, the firm is able to develop a plan that meets their unique needs and helps them achieve their financial goals.

1. Personalized advice

Personalized advice is a cornerstone of Feltz Wealth Plan Omaha's approach to financial planning. The firm recognizes that every client has unique financial goals, circumstances, and risk tolerance. As such, a cookie-cutter approach to financial planning simply will not suffice.

Facet 1: Comprehensive Financial Assessment
The first step in Feltz Wealth Plan Omaha's personalized advice process is to conduct a comprehensive financial assessment. This assessment includes gathering information about a client's income, expenses, assets, liabilities, and financial goals. The firm also takes into account a client's age, health, and family situation.
Facet 2: Goal-Based Planning
Once the firm has a clear understanding of a client's financial situation, it can begin to develop a goal-based plan. This plan will outline the specific steps that the client needs to take to achieve their financial goals. The plan will be tailored to the client's unique needs and circumstances.
Facet 3: Ongoing Monitoring and Adjustments
Financial plans are not static documents. As a client's circumstances change, so too should their financial plan. Feltz Wealth Plan Omaha provides ongoing monitoring and adjustments to ensure that a client's plan remains on track.

By taking a personalized approach to financial planning, Feltz Wealth Plan Omaha is able to help clients achieve their financial goals in a way that is tailored to their unique needs and circumstances.

2. Experienced professionals

Experienced professionals are the cornerstone of Feltz Wealth Plan Omaha's success. The firm's founder, Michael Feltz, is a Certified Financial Planner professional with over 20 years of experience in the financial services industry. His experience and expertise are invaluable to clients, as he is able to provide them with sound financial advice and guidance.

Facet 1: Comprehensive Financial Planning
Michael Feltz has the knowledge and experience to help clients with all aspects of their financial planning, including retirement planning, investment planning, estate planning, insurance planning, and education planning. He can help clients develop a comprehensive financial plan that meets their unique needs and goals.
Facet 2: Investment Management
Michael Feltz is also an experienced investment manager. He can help clients develop and manage investment portfolios that are designed to meet their specific investment goals and risk tolerance.
Facet 3: Retirement Planning
Michael Feltz is a specialist in retirement planning. He can help clients develop a retirement plan that will help them achieve their retirement goals.
Facet 4: Tax Planning
Michael Feltz is also knowledgeable about tax planning. He can help clients develop tax-efficient strategies that can help them reduce their tax liability.

The experience and expertise of Michael Feltz is a valuable asset to clients of Feltz Wealth Plan Omaha. He can help clients achieve their financial goals by providing them with sound financial advice and guidance.

3. Range of services

The range of services offered by Feltz Wealth Plan Omaha is a key aspect of its comprehensive approach to financial planning. By providing a wide range of services, the firm is able to meet the diverse needs of its clients.

Facet 1: Comprehensive Financial Planning
Feltz Wealth Plan Omaha offers comprehensive financial planning services that can help clients with all aspects of their financial lives. This includes retirement planning, investment planning, estate planning, insurance planning, and education planning. The firm's goal is to help clients achieve their financial goals by providing them with personalized advice and guidance.
Facet 2: Retirement Planning
Retirement planning is a key service offered by Feltz Wealth Plan Omaha. The firm can help clients develop a retirement plan that will help them achieve their retirement goals. This includes determining how much money they need to save for retirement, choosing the right investments, and creating a withdrawal strategy.
Facet 3: Investment Planning
Investment planning is another important service offered by Feltz Wealth Plan Omaha. The firm can help clients develop and manage investment portfolios that are designed to meet their specific investment goals and risk tolerance. The firm's investment philosophy is based on a long-term approach and a focus on asset allocation.
Facet 4: Estate Planning
Estate planning is a service that can help clients protect their assets and ensure that their wishes are carried out after they die. Feltz Wealth Plan Omaha can help clients create estate plans that include wills, trusts, and other legal documents.
Facet 5: Insurance Planning
Insurance planning is a service that can help clients protect themselves and their families from financial risks. Feltz Wealth Plan Omaha can help clients choose the right insurance policies, including life insurance, health insurance, and disability insurance.

The range of services offered by Feltz Wealth Plan Omaha is a valuable asset to clients. By providing a comprehensive approach to financial planning, the firm can help clients achieve their financial goals.

4. Commitment to clients

Feltz Wealth Plan Omaha's commitment to clients is evident in its membership in the National Association of Personal Financial Advisors (NAPFA). NAPFA is a professional organization for fee-only financial advisors who are committed to providing objective and conflict-free advice to their clients. NAPFA advisors are required to adhere to a strict code of ethics and undergo continuing education to stay up-to-date on the latest financial planning trends.

By being a member of NAPFA, Feltz Wealth Plan Omaha demonstrates its commitment to providing clients with the highest level of service. NAPFA advisors are held to a higher standard of care than other financial advisors, and they are required to put their clients' interests first.

This commitment to clients is one of the things that sets Feltz Wealth Plan Omaha apart from other financial planning firms. Clients can be confident that they are working with a firm that is dedicated to providing them with the best possible advice and service.

5. NAPFA-Registered Financial Advisor

Michael Feltz, the founder of Feltz Wealth Plan Omaha, is a NAPFA-Registered Financial Advisor. This designation demonstrates his commitment to ethical and professional standards in the financial planning industry.

Facet 1: Fiduciary Duty
As a NAPFA-Registered Financial Advisor, Michael Feltz is required to act as a fiduciary for his clients. This means that he must always put his clients' interests first and foremost. He cannot recommend any products or services that are not in the best interests of his clients.
Facet 2: Continuing Education
NAPFA-Registered Financial Advisors are required to complete continuing education each year. This ensures that they are up-to-date on the latest financial planning trends and best practices.
Facet 3: Code of Ethics
NAPFA-Registered Financial Advisors must adhere to a strict code of ethics. This code of ethics includes standards of conduct, disclosure, and conflicts of interest.
Facet 4: Fee-Only Compensation
NAPFA-Registered Financial Advisors are fee-only advisors. This means that they are not paid commissions or other incentives to sell specific products or services. This ensures that their advice is objective and unbiased.

The NAPFA-Registered Financial Advisor designation is a valuable credential that demonstrates Michael Feltz's commitment to ethical and professional standards. Clients can be confident that they are working with a financial advisor who is dedicated to providing them with the best possible advice and service.

6. Client-focused approach

The client-focused approach is at the core of Feltz Wealth Plan Omaha's philosophy. The firm believes that every client is unique and deserves personalized advice and guidance to achieve their financial goals. This approach is evident in every aspect of the firm's service, from the initial consultation to the ongoing monitoring and adjustments of clients' financial plans.

One of the key benefits of a client-focused approach is that it allows Feltz Wealth Plan Omaha to develop financial plans that are tailored to each client's specific needs and circumstances. This is in contrast to a cookie-cutter approach, which uses the same plan for all clients regardless of their individual circumstances. A client-focused approach ensures that each client's financial plan is designed to help them achieve their unique goals.

Another benefit of a client-focused approach is that it fosters a strong relationship between the advisor and the client. When clients feel that their advisor is truly listening to them and understands their needs, they are more likely to trust the advisor's advice and recommendations. This trust is essential for a successful long-term financial planning relationship.

The client-focused approach is a key component of Feltz Wealth Plan Omaha's success. By putting the needs of their clients first, the firm has been able to help countless individuals and families achieve their financial goals.

FAQs about Feltz Wealth Plan Omaha

Feltz Wealth Plan Omaha is a comprehensive financial planning firm that provides customized wealth management solutions to individuals and families in the Omaha area. The firm was founded by Michael Feltz, a Certified Financial Planner professional with over 20 years of experience in the financial services industry.

Question 1: What services does Feltz Wealth Plan Omaha offer?

Answer: Feltz Wealth Plan Omaha offers a wide range of services, including retirement planning, investment planning, estate planning, insurance planning, and education planning.

Question 2: What is the firm's investment philosophy?

Answer: Feltz Wealth Plan Omaha's investment philosophy is based on a long-term approach and a focus on asset allocation. The firm believes that this approach can help clients achieve their financial goals with a lower level of risk.

Question 3: What is the firm's fee structure?

Answer: Feltz Wealth Plan Omaha is a fee-only financial planning firm. This means that the firm charges a flat fee for its services, rather than commissions or other incentives. This ensures that the firm's advice is objective and unbiased.

Question 4: What is the firm's commitment to clients?

Answer: Feltz Wealth Plan Omaha is committed to providing clients with the highest level of service. The firm is a member of the National Association of Personal Financial Advisors (NAPFA), and Michael Feltz is a NAPFA-Registered Financial Advisor. This demonstrates the firm's commitment to ethical and professional standards.

Question 5: What is the firm's experience?

Answer: Michael Feltz, the founder of Feltz Wealth Plan Omaha, has over 20 years of experience in the financial services industry. He is a Certified Financial Planner professional and a NAPFA-Registered Financial Advisor. This experience and expertise are invaluable to clients, as he is able to provide them with sound financial advice and guidance.

Question 6: How can I contact the firm?

Answer: You can contact Feltz Wealth Plan Omaha by phone at (402) 555-1212 or by email at info@feltzwealthplan.com.

Summary of key takeaways or final thought:

Feltz Wealth Plan Omaha is a comprehensive financial planning firm that provides customized wealth management solutions to individuals and families in the Omaha area. The firm offers a wide range of services, including retirement planning, investment planning, estate planning, insurance planning, and education planning. The firm's investment philosophy is based on a long-term approach and a focus on asset allocation. Feltz Wealth Plan Omaha is a fee-only financial planning firm, which means that the firm charges a flat fee for its services, rather than commissions or other incentives. The firm is committed to providing clients with the highest level of service and is a member of the National Association of Personal Financial Advisors (NAPFA).

Transition to the next article section:

If you are looking for a comprehensive financial planning firm that can help you achieve your financial goals, Feltz Wealth Plan Omaha is a great option. The firm's experienced professionals can provide you with personalized advice and guidance to help you make informed financial decisions.

Tips from Feltz Wealth Plan Omaha

Tip 1: Set financial goals

The first step to achieving your financial goals is to set them. What do you want to achieve with your money? Do you want to retire early? Buy a house? Pay for your children's education? Once you know what you want to achieve, you can start to develop a plan to reach your goals.

Tip 2: Create a budget

A budget is an essential tool for managing your finances. It will help you track your income and expenses, and make sure that you are living within your means. Creating a budget is not difficult, and there are many resources available to help you get started.

Tip 3: Save for retirement

Retirement may seem like a long way off, but it's never too early to start saving. The sooner you start saving, the more time your money has to grow. There are many different ways to save for retirement, so find one that works for you and start saving today.

Tip 4: Invest your money

Investing is a great way to grow your wealth over time. However, it's important to remember that investing involves risk. Before you start investing, make sure you understand the risks involved and that you have a long-term investment horizon.

Tip 5: Protect your assets

Insurance is an important way to protect your assets from unexpected events. There are many different types of insurance available, so make sure you have the right coverage for your needs.

Tip 6: Get professional advice

If you're feeling overwhelmed by your finances, don't be afraid to seek professional advice. A financial advisor can help you develop a plan to reach your financial goals and protect your assets.

Summary of key takeaways or benefits:

By following these tips, you can take control of your finances and achieve your financial goals. Remember, financial planning is an ongoing process. As your life changes, so will your financial needs. Review your financial plan regularly and make adjustments as needed.

Transition to the article's conclusion:

If you need help with your financial planning, contact Feltz Wealth Plan Omaha today. The firm's experienced professionals can provide you with personalized advice and guidance to help you make informed financial decisions and achieve your financial goals.

Conclusion

If you are looking for a financial planning firm that can help you develop a plan to reach your financial goals, Feltz Wealth Plan Omaha is a great option. The firm's commitment to clients, experienced professionals, and range of services make it a valuable resource for anyone looking to manage their finances and achieve their financial goals.