Independent Financial Advice With No Preconceptions
An elderly widow was finding it increasingly difficult to live on her own. She was overwhelmed by the logistics of selling her home, choosing an assisted living facility near her son in another state, and orchestrating a move. She turned to her advisor at Frank, Fox & Hoagstrom Financial Group, who helped with her financial needs every step of the way. “I also got her finances in order so she had no financial worries going forward,” says Cory Hoagstrom.
A family faced an unexpectedly large tax bill following the death of their widowed mother. They, too, found the financial advice they needed at Frank, Fox & Hoagstrom. As an independent firm, Frank, Fox & Hoagstrom has access to the full universe of investment options, both traditional and alternative. The advisors choose only those they are confident are in the client’s best interest. “Maximizing income while limiting risk is an important emphasis for us,” says Matthew Fox, AAMS.
“We enter each client relationship without preconceived ideas about who the client is or what they need in an investment portfolio,” says Roger Frank. “Before we make a single recommendation, we take the time to learn as much as possible about the client’s financial circumstances and needs.”
Helping individuals and families with complex financial challenges is all in a day’s work for the Nebraska-based firm. The partners bring to bear wide-ranging expertise to help clients prepare for a comfortable retirement, save for a child’s college education and meet myriad other challenges. The practice also serves businesses with 401(k) plans, group health insurance and other employee benefits. Clients benefit from the collective knowledge and diverse experience of all four partners, who routinely consult with one another.
The firm also offers life, disability and long-term care insurance and essential components of a complete financial plan.
Trusted Advisor to Women in Transition
In addition to providing guidance and products to small businesses, individuals and school districts, Mary Oestmann is a trusted advisor to many women who suddenly find themselves single due to a death or divorce. Her soothing manner is especially reassuring to those with little or no experience handling financial matters. “I recently had a client who lost both her husband and her mother within a week’s time,” Oestmann recalls. “I helped her work through some complex issues, including wading through paperwork, understanding changes in her income and outlining suggested steps to move forward with her life.”
Founded in 1996, Frank, Fox & Hoagstrom is growing rapidly, and is looking forward to serving a wide variety of clients for many years to come.
300 North 44th Street, Suite 202 | Lincoln, NE 68503 | 402-423-7505
9450 East Becker Lane, #2031 | Scottsdale, AZ 85260 | 800-378-9490
Registered representative of and securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) member FINRA/SIPC.
Frank, Fox & Hoagstrom Financial Group is independent of BFCFS.