Become a Client
Thank you for your interest in learning more about becoming a Feltz WealthPLAN client. We realize that entrusting your finances to a financial advising firm is an important step in both yours and your family’s financial future. As such, our team will work to make your experience with our firm as comfortable and stress-free as possible.
The best place to begin is to tell us a bit about yourself, your current financial plan and your goals for the future. For your convenience, we have created two options:
The Becoming a Client Contact Form below gives you the option to provide us with your contact information and basic questions. A Wealth Advisor will contact you to answer your questions, tell you more about the services we offer and set-up a time for your complimentary consultation.
The Confidential Fact Finder is a confidential questionnaire that will allow us to understand you as an investor and help our investment team begin to design a financial plan specific to your needs and goals. Once you have completed the Fact Finder, a Wealth Advisor will contact you to schedule a time for your complimentary consultation.
- Complete the Becoming a Client Contact Form at the bottom of the page.
- Call 402.691.0200 or 800.366.5448 to speak with one of our Wealth Advisors