What is your philosophy on what it means to be a financial advisory practice?
To us, it means being consistently recognized as an essential partner in our clients’ financial lives, by delivering goals-based investment management and wealth planning services with the highest level of quality and integrity. We utilize our goals-based approach through an extensive range of services, based upon our clients’ objectives, and integrate our approach by bringing to light the emotional side of life’s balance sheet. To be a reliable financial advisory practice, we connect with our clients and act as their personal CFO, while always working hard every step of the way.
What is the process through which you take each client?
Through a broad range of discussions, we first assess their unique situation at hand in order to establish realistic goals and the strategy by which to reach them, while employing particular emphasis on wealth preservation, tax minimization, and risk minimization. We help identify and define specific goal components such as target value, time horizon, risk tolerance, and priority for each goal at hand. Together, in the context of their full set of goals, we then implement appropriate solutions. Once a plan has been put in place, we continue to revisit concerns and goals periodically with our clients to track progress toward their desired outcomes, even as life situations change.
Craig D. Korkow, CFP®, CRPC® is principle of Korkow & Associates and is a Senior Vice President-Wealth Management with Merrill Lynch, Omaha, NE. After graduating Summa Cum Laude in Economics from South Dakota State University and leaving the US Army as a Captain, he joined Merrill Lynch in 2000. Craig specializes in retirement planning for organizations and individuals. Craig is a Teammates mentor, member of the Knights of Aksarben RCR board, and Founder of the Rough N’ Ready Challenge Rodeo for Children with Special Needs.
Korkow & Associates of Merrill Lynch
1044 N. 115th Street, Set 500
Omaha, NE 68154