Why Choose Fyvie Financial
Let’s grow together.
There’s an old saying that goes, “It takes money to make money.” We believe that the actual first step to making money is getting to know you, identifying your problem areas and creating a strategy that builds up you and your family’s security and satisfaction through stabilized income.
Kath Derisson, our Founder, Financial Planner and Chief Compliance Officer, works with her trained team to explore each client’s specific financial requirements to ensure that your finances are no longer a stressful thought or conversation.
While we are based in Omaha, Nebraska in the U.S., we work with clients globally. We provide fee-only services created to resolve your financial worries with no asset minimums, commissions or kickbacks. It’s our mission to learn what you need the most assistance with, and make the transition to a balanced financial life as easy as possible.
We do this by offering the following services:
Investment Management
We know that health is the true wealth, and your financial health is achieved with active and engaged management of your assets. We assess your financial goals with tax-efficiency and diversification of assets when we create your individualized client portfolio.
Financial Planning
We guarantee to guide you through developing and securing your finances with a plan tailored to your needs. We offer business planning, cash flow and debt management, tax planning strategies and more to refine your money mindset and relationship with money.
Cross-Border Financial Planning
If you are new to the United States, or plan to move soon, your cross-border planning is essential to protecting, and scaling, your assets and investments. A few of our services include credit score analysis, state retirement benefits and PFIC (passive foreign investment company) considerations.
Fyvie Financial is proud to service clients of various backgrounds and ethnicities. We’re excited to partner and grow with you on your financial journey. As we explore and define your financial goals, we’re able to curate expert plans and policies that work best for you and your family.
Ready to grow? Let’s get to know each other. Schedule your free discovery call here. Visit our About page to learn more about our team, qualifications and financial planning services.
