Brett Burchett
Wealth advisor focusing on tax planning, retirement income planning, and estate planning while helping our clients steward their wealth so they can pursue significance and live the life they desire.
- Role
- Wealth Advisor at Fp Wealth Management, Inc
- Location
- Lincoln, NE, US
- LinkedIn followers
- 500 followers
About Brett Burchett
I help families and business owners transition into their ideal lifestyle by creating a plan to use their time and resources to help them live a life of significance and find meaning and purpose on a daily basis. I do this by understanding their goals, values, aspirations, and dreams while focusing on 6 key areas of financial planning: Life Planning Tax Planning Estate Planning Retirement Income Planning Investment Insurance Planning We work with our clients closely on an ongoing basis to listen, plan, and inspire to live the life they desire. We do our best to give sound advice that helps clients maximize their time and resources to meet the goals they create for themselves. If that is something you’re looking for in your financial planning relationship, we are always open to introductory visits to see if we’d be a good fit for you and your family.WONDER IF WE’D BE A GOOD FIT?Reach out, I’d love to connect! b••••@fp-wealth.com (40••••••04Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC and a Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please visit our website for additional disclosures.
Experience
Wealth Advisor
Jun 2017 — Present · Lincoln, NE, US
Financial planning centered around tax, estate, retirement income, investment, and insurance planning.
Education
Northwestern University
Certificate in Financial Planning, CFP® Certification Education
University of Nebraska-Lincoln
Bachelor of Science in Business Administration, Finance
Skills
- Medicare Supplements
- Disability Insurance
- Fixed Annuities
- Fixed Index Annuities
- Health Insurance
- Long Term Care Insurance
- Life Insurance
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