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Valley Financial Planning

Valley Financial Planning offers securities through SagePoint Financial, Inc. including:

  • Complete Financial Planning
  • Mutual Funds, REIT’s, ETF’s
  • Variable Annuities
  • Retirement IRAs, SIMPLE IRAs, SEPs, 401Ks
  • Unit Investment Trusts

Valley Financial Planning also offers Insurance products and services including:

  • Fixed Annuities
  • Life Insurance
  • Long-Term Care Insurance

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Our CERTIFIED FINANCIAL PLANNER Professional, Chris Nelson, is ready to help any customer start managing their wealth successfully.

Phone: (308) 632-7587 & (800) 404-9956
Email:

Securities, insurance products, and investment advisory services offered through SagePoint Financial, Inc. and its affiliates, member FINRA/SIPC and a registered investment advisor. Valley Financial Planning is not registered as broker-dealer or investment advisor. Valley Financial Planning and Valley Bank and Trust Co. are not affiliated with SagePoint Financial, Inc. Securities are not FDIC insured, not guaranteed by Valley Bank and Trust Co., and may lose value.

Financial Products and Services Including:

  • Complete Financial Planning
  • Mutual Funds, REIT’s, ETF’s
  • Variable Annuities
  • Retirement IRAs, SIMPLEs, SEPs, 401Ks
  • Unit Investment Trusts

Insurance Products and Services including*:

  • Fixed Annuities
  • Life Insurance
  • Long Term Care Insurance

FINRA – Financial Industry Regulatory Authority www.FINRA.com
SIPC – Securities Investor Protection Corporation www.SIPC.com

This communication is strictly intended for individuals residing in the states of Nebraska and Colorado. No offers may be made or accepted from any resident outside the specific states referenced.

*IMPORTANT CONSUMER INFORMATION
A broker/dealer, investment advisor, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment advisor, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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