Morey & Quinn

Morey & Quinn is a financial planning firm that describes its work as life planning, building individualized financial plans around each client's timeframes, life events and risk tolerance. The firm uses handpicked investments, including individual equities and models built for each client's needs, and its planning process starts with initial exploration meetings to learn about a client's experiences and goals.

New clients can request a complimentary session through the website or by phone. The firm says it works with people who are ready for retirement, just getting started, or have many questions. Morey & Quinn is located at 11225 Davenport St in Omaha, Nebraska, with regular progress meetings built into its planning process.