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Insurance

Risk can affect you in many ways: illness, accident, liability, and natural disasters, to name a few.

Any of these unfortunate events can jeopardize your financial future if you fail to manage your risk. That's why proactive financial planning evaluates a range of levels and insurance types to make sure they're aligned with your overall circumstances and objectives.

Most clients come to us with several existing types of insurance, purchased over many years and under differing circumstances. We will thoroughly analyze all of your existing policies and then offer recommendations based on an assessment of your current risk exposures. 

Our Services

  • Financial Management
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  • Tax Planning
  • Estate and Legacy Planning

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (402) 934-7200

Fax: (402) 260-7073

Email: info@silverleafwealth.com

Address: 12801 Pierce Street, Suite 100 Omaha, NE 68144

Hours : Monday – Friday 8:00 AM – 5:00 PM

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12801 Pierce Street, Suite 100
Omaha, NE
68144 United States

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Securities offered through LPL Financial, Member FINRA/SIPC.  Advisory services offered through Gladstone Institutional Advisory, A Registered Investment Advisor.  Gladstone Institutional Advisory and Silverleaf Wealth Management are separate entities from LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MO, MT, NE, NV, NM, NJ, NY, NC, ND, OH, OK, OR, RI, SC, SD, TN, TX, UT, VA, WA, WV, WI & WY.

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