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.
RENO |
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Michael Lentz, CPA/PFS Tel: 775-323-1990 No charge for initial consultation |
Laif E. Meidell MBA, CMT, AIF® Tel: 775-332-7000 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® Tel: 775-850-5620 No charge for initial consultation; $250/hour thereafter – if retainer services are contracted initial payments will be applied to fee. |
Christopher K. Abts, CRPC Tel : 775-853-9033 No charge for initial consultation |
LAS VEGAS |
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Greg Phelps, CFP®, CLU, AAMS Tel: 702-987-1607 Initial services $250/hour – if retainer services are contracted initial payments will be applied to fee. |
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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.