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Creating Financial Success

Welcome to Centerline Financial, a financial planning practice based in Kearney, Nebraska. We help our valued clients to:

Simplify

The complexity in our financial lives can prevent us from making clear, confident decisions. But it doesn't have to be that way. At Centerline Financial, we're experienced at helping you streamline, organize and take charge of your finances. And when you simplify your financial life, you've taken the first step in planning to meet your long-term financial goals.

Plan

Wealth can open the door to the things that will bring us fulfillment. But it's financial planning that actively moves us toward those goals. Our holistic planning takes into account all of your financial needs, including:

  • Cashflow management
  • Investing
  • Tax management
  • Retirement
  • Estate planning

All of our planning services are customized to your unique situation, which we work diligently to understand. You won't find a cookie-cutter approach here.

Succeed

At Centerline Financial, we're committed to helping our clients turn their goals into reality. Once we've created a roadmap together, we and our network of strategic partners will help implement your investments and the other elements of your plan. And over the years, we will continually monitor your plan, your situation and your goals to ensure that you remain on course toward your objectives. We firmly believe that we succeed when you succeed.