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Financial Planning

Whether your goals are building a dream home, sending your kids to college, early retirement, or traveling the world, we can help. If you're serious about your long-term financial well-being, start with a no-cost, no-obligation consultation at Greater Nevada Financial Services.

Even if you're new to investing, we'll take the time to understand your financial goals and help you come up with an appropriate plan to meet them. Our advisors offer professional knowledge in making financial choices about:

  • Retirement Planning
  • Estate Conservation
  • Investment Advice for Reaching Financial Goals
  • Tax-Advantaged Investment Strategies
  • Education Funding
  • Risk Management for Insurance Needs
  • Accumulation and Management of Funds for Future Needs

To learn more about planning for your financial future, please call (775) 882-2060 or (800) 421-6674.

Check the background of these investment professionals on FINRA's BrokerCheck

Save the Date for Upcoming Seminars

From managing debt to saving for retirement, personal finance challenges can be overwhelming.  Invest in yourself by attending a complimentary financial seminar:

When Where Seminar Topic Facilitated By
Oct. 18, 2018 at 6:00 PM Red's 395 Grill: 1055 S Carson St, Carson City Retirement Income Planning Joanna Moran, CFP®
Oct. 23, 2018 at 6:00 PM Rapscallion Seafood House & Bar: 1555 S Wells Ave, Reno Managing Market Volatility Joanna Moran, CFP®
Nov. 13, 2018 at 6:00 PM Twisted Fork Restaurant: 191 Steam Boat Pkway, Suite 1400, Reno Understanding Social Security Joanna Moran, CFP®

For more information or to reserve your seat at one of the seminars (seating is limited), please contact Krista Kenyon, 775.886.1468 or Joanna Moran 775.225.9588.

This is a pending list of seminars and is subject to change. These seminars has been funded in part by Prudential, Pacific Life or Brighthouse.

*Advisors are registered representatives offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.  Registered address: 481 Eagle Station Lane Carson City, NV 89701/ 6745 Sierra Center Parkway Reno, NV 89511
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at
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Investments are not deposits; not NCUSIF insured; and not insured by any federal government agency. No credit union guarantee. May lose value.