Mindy Helfrich
Vice President at Vintage Financial Group, LLC, LPL Finanical
- Role
- Vintage Financial Group, Llc
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Mindy Helfrich
Change is the one great constant in life. That\'s why it\'s so important to regularly…
Experience
Present
Education
University of Nebraska at Kearney
Business Administration
1990 — 1992
University of Arizona
General Studies
1989 — 1990
University of Nebraska at Omaha
Bachelor's Degree, Business Administration and Marketing
1992 — 1994
Skills
- Series 63
- Term Life Insurance
- Mutual Funds
- Asset Allocation Analysis
- Long Term Care Insurance
- College Funding
- Current Policy Review
- Iras
- Retirement Planning
- Series 6
- Roth Iras
- Tax-Deferred Savings
- Financial Needs Analysis
- Life Insurance
- Estate Planning Strategies
- Wealth Accumulation Strategies
- Retirement Account Reviews
- Series 65
- Traditional Iras
- Income Protection
- Survivor Income
- Sep
- Simple Iras
- Informal Business Valuation
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