Answering Your Biggest Questions

1. Are you a fiduciary?

Maverick Churchill is AIF certified which means we work under a fiduciary standard. 

2. How much does it cost to invest with you?

There are many factors that go into how much it costs to utilize our services; however, you will find we are very competitive within our market. In the long run, you will find the value we add from our personalized service to becoming a trusted partner as we navigate your financial goals far outweighs any cost.

3. Where are you located & what kind of client do you work with?

We are located in Alliance, Nebraska.  Farmers, ranchers, small-business owners and high-net-worth individuals are our specialty. However, we work with all different kinds of clients; business owners, 401K clients, pre and post retirees, and motivated people who actively work towards being financially independent. 

4. How do you decide how to invest my money?

We use a risk tolerance scale to assess how much risk you're willing to take (1 = low risk, 100 = high risk). Based on your risk assessment and your financial goals, we work together with you to develop an investment portfolio.

5. How often do we meet and how will we communicate?

We start with a free consultation to allow both of us a no-pressure opportunity to get to know each other and decide if it's a good partnership. Once we decide it's a good fit, we will meet and do a thorough analysis of your financials and goals to decide on the best approach. Ideally, once accounts are established, we try to meet with you once a year. If you prefer to meet more often, we are more than happy to do so. Phone and email communication is our standard practice.

6. What is the minimum amount required to open an account?

We have no dollar minimum but we have high standards for the people we take on as clients. 

7. What services do you offer?

Please refer to our Services page.

1. Are you a fiduciary?

Maverick Churchill is AIF certified which means we work under a fiduciary standard. 

2. How much does it cost to invest with you?

There are many factors that go into how much it costs to utilize our services; however, you will find we are very competitive within our market. In the long run, you will find the value we add from our personalized service to becoming a trusted partner as we navigate your financial goals far outweighs any cost.

3. Where are you located & what kind of client do you work with?

We are located in Alliance, Nebraska.  Farmers, ranchers, small-business owners and high-net-worth individuals are our specialty. However, we work with all different kinds of clients; business owners, 401K clients, pre and post retirees, and motivated people who actively work towards being financially independent. 

4. How do you decide how to invest my money?

We use a risk tolerance scale to assess how much risk you're willing to take (1 = low risk, 100 = high risk). Based on your risk assessment and your financial goals, we work together with you to develop an investment portfolio.

5. How often do we meet and how will we communicate?

We start with a free consultation to allow both of us a no-pressure opportunity to get to know each other and decide if it's a good partnership. Once we decide it's a good fit, we will meet and do a thorough analysis of your financials and goals to decide on the best approach. Ideally, once accounts are established, we try to meet with you once a year. If you prefer to meet more often, we are more than happy to do so. Phone and email communication is our standard practice.

6. What is the minimum amount required to open an account?

We have no dollar minimum but we have high standards for the people we take on as clients. 

7. What services do you offer?

Please refer to our Services page.

1. Are you a fiduciary?

Maverick Churchill is AIF certified which means we work under a fiduciary standard. 

2. How much does it cost to invest with you?

There are many factors that go into how much it costs to utilize our services; however, you will find we are very competitive within our market. In the long run, you will find the value we add from our personalized service to becoming a trusted partner as we navigate your financial goals far outweighs any cost.

3. Where are you located & what kind of client do you work with?

We are located in Alliance, Nebraska.  Farmers, ranchers, small-business owners and high-net-worth individuals are our specialty. However, we work with all different kinds of clients; business owners, 401K clients, pre and post retirees, and motivated people who actively work towards being financially independent. 

4. How do you decide how to invest my money?

We use a risk tolerance scale to assess how much risk you're willing to take (1 = low risk, 100 = high risk). Based on your risk assessment and your financial goals, we work together with you to develop an investment portfolio.

5. How often do we meet and how will we communicate?

We start with a free consultation to allow both of us a no-pressure opportunity to get to know each other and decide if it's a good partnership. Once we decide it's a good fit, we will meet and do a thorough analysis of your financials and goals to decide on the best approach. Ideally, once accounts are established, we try to meet with you once a year. If you prefer to meet more often, we are more than happy to do so. Phone and email communication is our standard practice.

6. What is the minimum amount required to open an account?

We have no dollar minimum but we have high standards for the people we take on as clients. 

7. What services do you offer?

Please refer to our Services page.