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Barrett FP

Barrett FP is an hourly financial planning practice focused on retirement planning. We work with people who want professional financial advice but prefer to manage their own investments. Unlike traditional advisors who charge based on assets under management, we charge by the hour for our time. You get expert guidance on retirement planning and investment strategy while keeping full control of your money. This approach is rare in our industry, but we believe it offers the best alignment between your interests and ours.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Zach Lundak, CFA, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

Call for an Appointment Gretna, NE 68028 Phone: (402) 610-4178

Primary Office

Call for an Appointment Gretna, NE 68028 Phone: (402) 610-4178
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