Financial Services

We offer wealth management services to help clients navigate the financial challenges in their lives.  We use a “Discovery” process with each client to get to know their values and goals.

Our services may include some of the following:

• Academic Nobel Prize winning based investment approach
• Business retirement plans including SIMPLE IRAs, SEP IRAs, 401(k), 403(b), defined benefit plans
• Retirement plan rollovers to IRAs, traditional and Roth IRAs
• Retirement and financial independence planning
• Estate and trust planning
• Education planning
• Charitable planning
• Cash flow planning

Investments provided through Wealth Management LLC, a Nebraska LLC, Registered Investment Advisor