Lewis P Linkugel Financial Services

Company:	Lewis P Linkugel Financial Services
Contact:	Lewis Linkugel
Address:	5831 S 58th, Suite D
City:	Lincoln
State:	NE
Zip:	68516
Phone:	402-423-9500 ext 106
Fax:	402-423-9567
Email:	lewis@postalbenefits.com
Website:	www.postalbenefits.com

About My Practice

Since 1993 have been helping clients look at what their Federal Benefits (Pensions, TSP, Life insurance, etc) are and look at your personal plans and meld them together to make a financial plan while you are working and when you retire. As an independent financial advisor and insurance agent, I strive to find the insurance and investment options that work in our clients' best interests.

Offering Advice Since

1990

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Federal Employee Benefits Specialists

Licenses, Certifications, Education, and Affiliations

Designations: FIC, ChFEBC, FRC
Insurance Licenses: Life & Health, Long Term Insurance
Security Licenses: 6, 7, 63, 65
Other Licenses, Certifications, Designations: Licensed and active in 20+ states
Investment Advisor Registration: Yes, CRD#2399874
Associations & Affiliations: NAIFA, FSP, NAHU, FSI, NARFE

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies
Commissions and/or loads for investment products purchased
No Fees or Costs to Clients Ever for Service & Assistance

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

*Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Insurance services offered through Lewis P. Linkugel Financial Services, which is not affiliated with Woodbury Financial Services, Inc. Not endorsed or affiliated by the U.S. Government or Postal Service.

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