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Mature couple hike above lake Lugano in the morning

Financial freedom isn’t just about money. It’s about finding your "why" and aligning your resources to pursue it.

At HSB Financial Planning, we strive to get a deep understanding of your needs, goals and dreams to help you define your why and then we create a financial plan to map out a path for your vision of freedom. Along the way we are here to be your coach, accountability partner and advocate.

Live your life by design, not by default

 Investment Management Risk Management and Insurance Tax Management Strategies *Strategic Coordination with Tax Accountant

 Working With Women HSB Financial Planning- Logo Agriculture Financial Planning

 Setting Your Family Up for Success *Strategic Coordination with Attorney Education & Support Preparing and Making the Most of Retirement

Want to learn more?
Give us a call at 402.362.1100 or visit us at www.hsbfinancialplanning.com

 

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Monica Greenlee, CFP®
Certified Financial Planner™
HSB Financial Planning
627 N Lincoln Ave., York, NE 68467
(402) 362-1100

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Why Choose a CFP® Professional?

You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Monica Greenlee is a Registered Representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, IA, KS, NJ, MO, SD, and NE.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Henderson State Bank and HSB Financial Planning are not  registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using HSB Financial Planning, and may also be employees of Henderson State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Henderson State Bank or HSB Financial Planning. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by FDIC or Any Other Government AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay Lose Value