FAQ
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What services does Lind Financial offer?
Lind Financial provides comprehensive financial planning services, including wealth management, retirement planning, investment management, and estate planning. Our fiduciary advisors create customized strategies designed to help you achieve your long-term financial goals.
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What does it mean that Lind Financial is a fiduciary?
As fiduciary advisors, we are legally and ethically obligated to act in your best interest. This means every recommendation we make is based solely on what benefits you - not on commissions or outside incentives.
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Who can benefit from working with Lind Financial?
We work with individuals, families, and business owners across Omaha, Kearney, and the surrounding areas. Whether you’re planning for retirement, building wealth, or organizing your estate, our personalized approach ensures your plan aligns with your goals and values.
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How is Lind Financial different from other financial advisors?
Our team focuses on trust, transparency, and tailored guidance. Unlike one-size-fits-all firms, we take the time to understand your entire financial picture, ensuring every plan reflects your unique life stage, goals, and risk tolerance.
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How do I get started with Lind Financial?
Getting started is simple - schedule a free consultation through our website or contact our Omaha or Kearney office. We’ll discuss your goals, review your current financial situation, and outline the next steps toward building a personalized plan.
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Do you offer virtual or in-person consultations?
Yes. We offer both in-person meetings at our Omaha and Kearney offices and secure virtual consultations for your convenience. Our goal is to make professional financial guidance accessible wherever you are.