Barrett FP

I’m Zach Lundak, CFA, CFP®, based in Nebraska, and I partner with clients nationwide through secure virtual meetings. I am a member of NAPFA, a Certified Financial Planner®, part of the fee-only network of advisors, as well as the Advice-Only Network. I founded this business because I saw too many clients that want help from an advisor, but don’t want to give up managing their investments. That’s why I offer hourly financial planning: Whether you are building wealth or designing a retirement strategy, I’m here to help you make sense of your finances. No question is too small, no goal too big. You get my full attention and expertise, billed by the hour. Our entire process is optimized for virtual delivery and we also love to meet clients in person if you are located near Elkhorn, NE. The wealth management industry often overlooks a simple truth: many clients are great at managing their own investments, but they still want a relationship with a professional to ensure they aren’t missing anything.