Broker Check

 

12801 Pierce Street, Suite 100
Omaha, NE 68144

(402) 934-7200

Products and Services

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Financial Management

  • Retirement Plans
  • Tax Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

Investments

  • Bonds
  • Common Stock
  • Coverdell Education Savings Account
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Medical Supplements