Client Focused, Personalized Approach, Fiduciary Driven
AS A FIDUCIARY FINANCIAL ADVISOR WE ARE LEGALLY OBLIGATED TO PUT THE INTERESTS OF OUR CLIENTS FIRST.
Our financial planning services are based on fiduciary principles. Each of our clients are given a financial risk assessment, (www.bsicolorofmoney.com) to help us understand their personal view of risk and their concerns about money. We then provide clients with custom-tailored strategies to meet both short-term and long-term goals. We develop these strategies with our clients through an informative and transparent process using both financial and insurance* solutions that are appropriate to the individual client.
We empower clients to make their own decisions to navigate today’s complex financial world. We customize our services to fit the individual client’s and their family’s needs, as well as the needs of their small or large businesses. We do not offer cookie cutter portfolios for our client.
Learn more about our team of experts below. Contact us today when you are ready to start building a better, more secure future for you and your family.
*Insurance offered through Brokerage Specialists
Todd E. Hoins, LUTCF
President and CEO of Brokerage Specialist
Todd is a life-long resident of Nebraska with 5 beautiful children and two precious grandchildren. He attends Third City Christian Church in Grand Island. Nebraska values run deep with Todd. He founded Brokerage Specialists to help clients succeed not just with retirement, but with money choices in general. Believing in the Nebraska value of getting what you pay for, Todd has built Brokerage Specialists around the fiduciary responsibility to his clients to always work in their best interests, and earn what they pay for their services. The Nebraska way.
Todd understands that clients can only make good money decisions when they have all the information they need for their unique situation. Todd completed his LUTCF designation through the National Association of Insurance and Financial Advisors and the Nebraska Edge/NxLevel training for entrepreneurs. As a Nebraska licensed Investment Advisor Representative Todd’s focus is on helping clients maintain reasonable returns in all “market cycles,” and protect what they spend a lifetime building for retirement. Todd wants each client to succeed at preparing for and living well through retirement.
You can reach Todd at (402) 461-8092 or (308) 398-0037.
As well as by email firstname.lastname@example.org.
Teresa L. Roessler
Teresa was born in Broken Bow, Nebraska, and raised with the ranch values that Nebraska is known for. She has two grown children and three beautiful grandchildren. Teresa enjoys riding horses, golfing and spending time with her family. She has spent much of her adult life serving the banking and finance needs of farmers and ranchers like those she grew up around.
Teresa’s commitment to building strong and lasting relationships with each client is the foundation of her role at Brokerage Specialists. Teresa applies her 16 years of insurance industry experience to advise clients on options for secure retirement income and asset protection.
You can reach Teresa at (308)398-0037 or (308)383-5719.
As well as by email email@example.com.
Our Succession Plan