EB Financial Planning
Email Us Now


Take EB Financial Planning's Investment
Advisory Asset Management Services for a One Year Test Drive!

New Private Clients with a minimum investment of $250,000 or greater may try EB Financial Planning's Investment Advisory Services without being billed for Advisory Fees for up to 365 calendar days. If you decide to discontinue our Investment Advisory Asset Management services, transfer your account prior to the 366th day and pay no Investment Advisory Fees*. When you are completely satisfied and decide to stay, your account will be billed for Investment Advisory services rendered since inception. Afterwards your account will be billed quarterly, in arrears, as shown in the our ADV II Annual Fee Schedule (Item 5 Part B).

You can rest assured moving forward with our 100% Satisfaction Pledge:

If at any time you are not completely satisfied with EB Financial Planning’s Investment Advisory Service, we will waive your subsequent Quarterly Investment Advisory Fee. We offer this Pledge because we are Confident that

you will be Completely Satisfied with our Investment Advisory Service.


*There is a non-refundable $300 account establishment fee that is charged on all new EB Financial Planning Investment Advisory Management accounts

EB Financial Planning  All expressions of opinion reflect the judgment of EB Financial Planning at this time and are subject to change without notice. Information has been obtained from sources considered reliable, but we do not guarantee that the material presented is accurate or that it provides a complete description of the securities, markets or developments mentioned. We may, from time to time, have a position in any securities mentioned. Any information provided is for informational purposes only and does not constitute a recommendation to buy or sell securities.The investment return and principal value of an investment security will fluctuate with market conditions so that when redeemed the value of the investment may be worth more or less than the original cost. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as Advisers of EB Planning, we provide information, but not advice, on tax or legal matters. Please consult your tax or legal adviser before implementing any strategies. Strategies shown may not be suitable for all investors. Past performance is not a guarantee of future results. We will not be responsible for the acts, omission, or insolvency of any other company, agent, broker, or independent contractor selected to take any actions for or on behalf of the Client. This site has been published in the United States for residents of the United States. EB Financial Planning, and any of its employees acting as agents, may transact business in a particular state only if first registered, excluded or exempted from registration requirements either individually or as a firm. In addition, follow-up conversations or meetings with individuals in a particular state by either EB Financial Planning or its employees acting as agent to effect transactions in securities or discuss securities, investment planning or other personal investment advice will not be made without first becoming registered, excluded or exempted from registration requirements either individually or as a firm. With passage of the USA PATRIOT Act and SEC approval of the Treasury Department's Customer Identification Rules, we must notify all public and institutional clients of our obligation to verify their identity, requiring photocopies of a driver's license, passport, alien registration card, or obtaining other documents of attestation as to that client's identity. Securities are held through Charles Schwab & Co Inc (Member FINRA/SIPC) 200 S 108th Ave.  Omaha, NE 68154