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12801 Pierce Street, Suite 100
Omaha, NE 68144

(402) 934-7200

A Holistic Approach Long-Term Relationships Simplified Strategies Designed for You

Strategy. Integrity. Legacy.


At Silverleaf Wealth Management in Omaha, NE, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Serving Individuals

We can help take some of the mystery out of preparing for your financial future.

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Business Planning

Special insight and perspective to help business owners pursue their objectives and success.

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Investing Strategy

Let us provide you with guidance that can help you understand and better define your financial goals.

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Retirement

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Investment

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Helpful Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

 

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Saving for College 101

Here’s a crash course on saving for college.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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