Financial Planners Familiar with NSHE Retirement Plans
These materials are provided for informational purposes only and should not be used or construed as a recommendation, endorsement or advice. The University of Nevada, Reno does not guarantee that the information supplied is accurate, complete, or timely, and does not make any warranties with regard to the results obtained from its use. The University of Nevada, Reno does not guarantee the suitability or potential value of any particular investment or information source and does not endorse any financial advisor or investment firm.
As with all your investments, you must make your own determination whether an investment in any particular security or securities is consistent with your investment objectives, risk tolerance, financial situation and your evaluation of the security.
Any and all costs incurred, now and in the future, are the responsibility of the recipient.
The University does not benefit monetarily or otherwise from any of these providers.
Michael Lentz, CPA/PFS
No charge for initial consultation;$100 per hour thereafter.
Laif E. Meidell MBA, CMT, AIF®
No charge for initial consultation.
- Basic Financial Plan - $375
- Comprehensive Plan - $1,000
- Research Fee - $100 per hour
Securities offered through Foothill Securities Inc., Member FINRA/SIPC. Investment advise offered through American Wealth Management, a registered investment advisor and separate entity from Foothills Securities, Inc.
Vicki Schultz, MBA, CFP®
No charge for initial consultation; $250/hour thereafter - if retainer services are contracted initial payments will be applied to fee.
Christopher K. Abts, CRPC
Cornerstone Retirement Group, Inc.
5525 Kietzke Lane Suite 100
Reno, NV 89511
Tel: (775) 853-9033
Fax: (775) 853-9088
No Charge for initial Consultation
Karen Vibe, CFP, CRPS
No charge for initial consultation
Brian Loy, CFP, CFA
- Sage Financial Advisors
- 110 Country Estates Circle, Suite 3
- Reno, NV 89511
- PH: (775) 324-7244
- PH: (800) 231-3106
- Fax: (775) 853-4029
No charge for initial consultation; fees vary by scope and complexity thereafter
Greg Phelps, CFP®, CLU, AAMS
Initial services $250/hour - if retainer services are contracted initial payments will be applied to fee.