Daniel K. Goeken CFP®
Insight Financial Planning
Norfolk, NE and the surrounding areas including Stanton, Pierce, Madison, Hartington, Coleridge, Randolph, Battle Creek
402.371.2211
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Portfolio Management
• Tax Planning
• Charitable Gifting
• Insurance
• Estate Planning
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Offices
Insight Financial Planning
1303 Andrews Dr, Suite A
PO Box 167
Norfolk NE 68702
Daniel Goeken is a Norfolk, NE financial advisor serving the entire region. Insight Financial Planning specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Title in the firm
Owner

Licenses, Certifications and Designations
CERTIFIED FINANCIAL PLANNER™ Practitioner
Chartered Financial Consultant

Biography
Dan Goeken started in the financial services industry in 1987. His experience includes training and management of advisors along with extensive financial planning for his clients. His professional accomplishments include obtaining the Chartered Financial Consultant and the CERTIFIED FINANCIAL PLANNER™ certifications.

Dan specializes in working with pre-retirees and retired individuals, helping them sort out, organizing their financial concerns and goals, monitoring their progress and servicing these clients on an ongoing basis. He feels it is important and enjoys building long-term relationship with his clients and getting to know their whole picture. A caring, thoughtful approach to his clients is essential to him.

In addition to working with individual clients, Dan also does presentations on various financial and investment topics in both the private and public sector. Educating individuals on the many facets of the financial world is another aspect Dan feels is essential in helping them understand their investments and attaining financial goals.

Working in Financial Services Since
1987

Personal Details
Dan grew up on a farm near Hartington, Nebraska and graduated from Wayne State College. He and his wife, Sandy, live on an acreage outside of Norfolk and have one son, Seth. During his time outside the office, Dan’s interest includes reading, golfing, boating and running, including the completion of several marathons.

Securities offered through Securities America, Inc., member FINRA/SIPC, Daniel K. Goeken, Registered Representative. Advisory services offered through Securities America Advisors, Inc., Daniel K. Goeken, Investment Advisor Representative. Insight Financial Planning and the Securities America companies are not affiliated.

Securities licensed in: AL, AR, CA, CO, IA, KS, NE, NV, OK, SC and SD
Insurance licensed in: AL, IA, NE, NV and OK
Advisory licensed in: NE

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