Our President, Lee Grossman, is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Investment Advisor Representative of SII. To become a CERTIFIED FINANCIAL PLANNER™ professional, Lee took extensive courses for several years and passed six examinations covering investments, taxes and estate planning. Lee is also a Chartered Life Underwriter (CLU). This designation specializes in estate planning and life insurance. Lee completed five core courses and three elective courses, and successfully passed all eight two-hour, 100 question examinations in order to receive the CLU designation. Lee has been a member of NAIFA and FPA for many years. Having attained these qualifications, Lee has also been an active advisor in the Lincoln, NE area for the past 20 years. Lee has the skills and experience to help you reach your goals and to enable you to provide for your loved ones and your future. To see a list of practical ways Lee can help you, click the button below.
We strive to build long-lasting relationship with our clients, offering ongoing education and guidance.