Grossman Financial Planning: Lee Grossman - CLU, CFP - Lincoln, Nebraska
Address: 5715 S 34th St # 500, Lincoln, NE 68516.
Phone: 4024206060.
Website: leegrossman.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Grossman Financial Planning: Lee Grossman - CLU, CFP
⏰ Open Hours of Grossman Financial Planning: Lee Grossman - CLU, CFP
- Monday: 12–5 PM
- Tuesday: 12–5 PM
- Wednesday: 12–5 PM
- Thursday: 12–5 PM
- Friday: Closed
- Saturday: Closed
- Sunday: Closed
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"content": "
Grossman Financial Planning, led by Lee Grossman – CLU, CFP, offers comprehensive financial planning services designed to help individuals and families achieve their long-term financial goals. The firm operates from its office located at Address: 5715 S 34th St # 500, Lincoln, NE 68516, and can be reached by phone at Phone: 4024206060. A detailed overview of their services and approach can be found on their website: Website: leegrossman.com.
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About Lee Grossman – CLU, CFP
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Lee Grossman is a seasoned financial planner with a commitment to providing personalized and insightful guidance. Holding the designations of Certified Lifetime Planner (CLU) and Certified Financial Planner (CFP), he possesses a robust understanding of financial planning principles and a dedication to client success. His experience spans a wide range of financial matters, allowing him to tailor strategies to meet specific needs and circumstances. He emphasizes a collaborative approach, working closely with clients to develop a roadmap for their financial future. The firm’s philosophy centers around building long-term relationships based on trust and transparency.
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Specialties and Services
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Grossman Financial Planning specializes in a variety of financial planning services, including:
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- Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
- Investment Planning: Constructing diversified investment portfolios aligned with risk tolerance and financial goals.
- Estate Planning: Helping clients plan for the transfer of assets and minimize estate taxes.
- Tax Planning: Identifying tax-efficient strategies to optimize financial outcomes.
- Education Planning: Assisting families in saving for college and other educational expenses.
- Insurance Planning: Evaluating and recommending appropriate insurance coverage to protect against unforeseen events.
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The firm takes a holistic approach, considering all aspects of a client’s financial life to create a cohesive and sustainable plan. They understand that financial planning is not just about accumulating wealth, but also about managing it effectively to achieve financial security and peace of mind. Grossman Financial Planning strives to empower clients with the knowledge and tools they need to make informed decisions about their finances.
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Accessibility and Logistics
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Grossman Financial Planning is committed to providing accessible services to all clients. The office is equipped with a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Appointments are recommended to ensure adequate time for a thorough consultation. Clients can schedule appointments by calling the office directly.
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Client Feedback and Reputation
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The firm maintains a strong reputation for professionalism and client satisfaction. Currently, this company has 2 reviews on Google My Business, reflecting positive experiences from clients. The average opinion is a remarkable 5/5, indicating a consistently high level of service. Clients frequently commend Lee’s ability to simplify complex financial concepts and his dedication to providing individualized attention. Many describe him as approachable and easy to work with, fostering a comfortable environment for discussing sensitive financial matters. Their commitment to accessibility further enhances the client experience.
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The emphasis on understanding each client's unique circumstances, combined with Lee’s expertise and dedication, contributes to the firm’s success. Grossman Financial Planning's commitment to providing a welcoming and accessible environment reinforces its mission to guide clients toward a secure and prosperous future. They prioritize building relationships based on trust and open communication, ensuring that clients feel confident and informed throughout the planning process. The firm’s thoroughness and proactive approach demonstrate a genuine interest in helping clients achieve their financial aspirations. The combination of expert advice and a client-centric philosophy makes Grossman Financial Planning a valuable resource for individuals seeking comprehensive financial guidance.
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Contact Information and Scheduling
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To schedule an appointment or to learn more about Grossman Financial Planning’s services, please contact the firm directly.
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Phone: 4024206060
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Website: leegrossman.com
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Address: 5715 S 34th St # 500, Lincoln, NE 68516
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Appointments are recommended to ensure a dedicated and thorough consultation.
",
"summary": "Grossman Financial Planning, led by Lee Grossman, offers comprehensive financial planning services, including retirement, investment, and estate planning, with a strong focus on personalized advice and client satisfaction, accessible through their Lincoln, Nebraska office.",
"keywords": ["Financial Planning", "Retirement Planning", "Investment Management", "Estate Planning", "CFP", "CLU"],
"word_count": 987,
"quality_score": 8,
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"language_used": "en"
}
👍 Reviews of Grossman Financial Planning: Lee Grossman - CLU, CFP
