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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

You can also check out our Investor Connection Center for a variety of tools to help you navigate the financial world, including:

  • A database of educational financial articles
  • Calculators to start assessing your financial situation
  • IRA Center—learn, plan and take action
  • Retirement road test—find out if you are on the right track for retirement
  • The latest financial news


*Representatives are not tax advisors. For information regarding your specific tax situation, please consult your tax professional.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured. May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

CBSI is a registered broker/dealer in all fifty states of the United States of America.