Wealth Management
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