Echo W. Pelster FIC, CLTC, FRC, RICP, ChFC
Investment Advisor Representative
Your Needs, My Guidance:
Financial planning is at the core of the services I offer; I employ a comprehensive approach to help you assess your financial position today, looking at what your current financial position is and helping you map out where you want to go with strategies to help get you there, with a time horizon and an implementable plan.
Based on the values you identify as important, I’ll help you develop a personalized plan to help you pursue your dreams, whether this means minimizing taxes, investing more effectively to reach goals potentially, maximizing Social Security, or protecting the people and causes that matter to you and your family most allowing you financial peace of mind and confidence in your lives.
Insurance Licensed States:
Life and Health Insurance: Nebraska, Missouri, Kansas, Montana, Arizona, Colorado, Washington.
—helping clients keep their Financial Goals aligned with their Faith, Family Values, and Traditions.
Professional Education and Exams History:
FINRA Series 66 Uniform Combined State Law Exam/ Passed