4

About Us

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Here’s our story. We look forward to hearing yours.

We’re committed to helping baby boomers prepare for a successful retirement. We do this by employing sophisticated statistical analysis combined with over 40 years of retirement income planning experience. The result is our clients enter retirement knowing their strengths and weaknesses. The team at Kuzma Financial Services is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.

Meet Alan Kuzma

Owner and President

As the owner and president of Kuzma Financial Services, Alan Kuzma is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

Alan graduated from Nebraska Wesleyan University on Mother’s Day 1973 with a degree in economics. Unsure where to go from there, he searched for a career that would offer variety and allow him to control his own destiny. The financial services industry met both of those needs. Even so, his mother encouraged his father to try to talk him out of going into the business. Instead, Alan decided to give it his all for two years to see how he liked it and reevaluate after that time was up. That was more than 40 years ago.

Alan founded Kuzma Financial Services on June 5, 1986. His business philosophy is simple: Do what is right for the client. He focuses on helping clients and their families design and implement retirement income strategies that will stand the test of time.

Alan received his Certified Life Underwriter (CLU) and Charted Financial Consultant (ChFC) designations from The American College. He is licensed in life, health and accident insurance in Nebraska, Iowa, Kansas and Illinois and holds his Series 65 and Series 63 securities licenses. Alan is a registered Investment Adviser of GFPC.

Away from the office, Alan enjoys cooking, reading, archery, following college sports and playing Texas Hold ‘em. He lives in Lincoln, Nebraska, and has two adult children. His daughter, Katie, lives in Manchester, England, and has two young children: Adrian and Juliette. Alan’s son, Daniel, lives in Atlanta, Georgia. He celebrated his one-year wedding anniversary on Aug. 22, 2016, and has a golden retriever by the name of Snoozema Kuzma.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at alan@kuzmafinancialservices.com or call us at 402.438.4200 today!

Have Questions for Alan?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

get instant access to our

Retirement planning kit

Just enter your name and email address to download instantly!

Privacy Policy | Terms of Use

Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Kuzma Financial Services and GFPC are not affiliated entities. One or more individuals at Kuzma Financial Services are registered as investment adviser representatives of GFPC with certain state securities divisions. The[se] investment adviser representative[s] receive[s] compensation on a fee basis in exchange for soliciting investment advisory services provided by GFPC on behalf of Kuzma Financial Services clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found at GFPC’s separate website at http://gf-pc.com or within GFPC’s Form ADV Part 2A Brochure (also available on GFPC’s website) (the “Brochure”).

In addition to providing certain investment advisory services on behalf of GFPC as described on GFPC’s separate website or Brochure, individuals associated with Kuzma Financial Services and the Kuzma Financial Services itself may provide or offer to its clients certain other products or services outside GFPC’s supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Kuzma Financial Services and are not endorsed, provided, offered or supervised by GFPC or its affiliates.

This website (and its content within) is hosted and updated by Kuzma Financial Services, an independent, third party entity that is not affiliated with or controlled by GFPC. As such, GFPC does not control this website and is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein.

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by GFPC. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.