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Collaborative Planning Group

Collaborative Planning Group

Insurance, 111 N 181st St, Elkhorn, Nebraska, 68022, United States, 1-10 Employees

collaborativeplanninggroup.com

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phone no Phone Number: 40********

Who is COLLABORATIVE PLANNING GROUP

Collaborative Planning Group is a leading, independent insurance brokerage specializing in high-quality disability, long-term care, and life insurance and annuity solutions. Our ultimate ...

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  • 111 N 181st St, Elkhorn, Nebraska, 68022, United States Headquarters: 111 N 181st St, Elkhorn, Nebraska, 68022, United States
  • 2016 Date Founded: 2016
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Insurance

SIC SIC Code: 8748

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Collaborative Planning Group Org Chart and Mapping

Employees
Heather Schmit

Heather Schmit

Client Services Coordinator

Mykala Stava

Mykala Stava

Integrator & CFO

Julie Behrends

Julie Behrends

Vice President of Business Development

Sunny Avalos

Sunny Avalos

Client Service Coordinator

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Frequently Asked Questions Regarding Collaborative Planning Group

Answer: Collaborative Planning Group's headquarters are located at 111 N 181st St, Elkhorn, Nebraska, 68022, United States

Answer: Collaborative Planning Group's phone number is 40********

Answer: Collaborative Planning Group's official website is https://collaborativeplanninggroup.com

Answer: Collaborative Planning Group's revenue is $1 Million to $5 Million

Answer: Collaborative Planning Group's SIC: 8748

Answer: Collaborative Planning Group has 1-10 employees

Answer: Collaborative Planning Group is in Insurance

Answer: Collaborative Planning Group contact info: Phone number: 40******** Website: https://collaborativeplanninggroup.com

Answer: Collaborative Planning Group is a leading, independent insurance brokerage specializing in high-quality disability, long-term care, and life insurance and annuity solutions. Our ultimate goal is to keep families safe from unplanned risk. To do that, our approach to insurance is a little different. The foundation we work from begins with evaluating a clients current policies (if they have any) to determine if they are providing the most beneficial and comprehensive coverage. If any gaps are discovered in the plan, our Insurance Strategists develop a plan to structure coverage that ensures maximized benefits for the client. CPG works alongside financial advisors, attorneys, and other professionals to provide the most well-rounded services possible for clients. A small business, Collaborative Planning Group keeps its focus on the people valuing honesty and integrity above all else. CPG vows to always operate with 100% objectivity and transparency, without regard to compensation. The family atmosphere within the office extends to every client CPG works with.

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