Founder, Financial Advisor
Our mission is to guide our clients in planning and executing on a strategy to help attain financial freedom.
As a result, we've built a team that listens to our clients to understand first and then offer a well thought out plan with actionable items.
Our clients typically are building wealth towards a retirement goal. We serve families as well as business owners.
Our client relationships tend to be long-term in nature and rich in interaction.
We have been working with individuals and businesses in the area since 2000. As students of financial planning, we continue to earn licensing and designations to enhance our education.
Each of our associates have extensive personal and professional experience in these areas.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our commitment to provide clear, easily understood explanations of financial products and services. The personalized program that we work with you to develop will help you work towards a more secure financial future.
We're looking forward to using our experience to help you pursue your financial goals.
Caring and Competent. We believe our clients select us because we demonstrate genuine care for their wellbeing and competence in our profession. Time and again we query our clients and these are the two most common responses. As a result, we endeavor to understand your financial situation and provide you with information to help you reach your goals with these two words in mind. We know we prove that in every interaction we have with you. As a result, most of our growth comes by introductions of clients who have experienced this.
We believe financial planning can provide the stepping stones between what clients envision and what they achieve. While working with you to develop strategies for your financial planning, we will contemplate the areas we can assist with: insurance, investments, estate planning and tax planning strategies.
We guide you through a step-by-step process to help make you feel more comfortable with your decisions. One primary differentiator is our ability to listen to understand and then develop actionable items to follow. Regular review of your financial planning allows us to measure progress towards a prescribed goal.
Once your goals have been established, we will prompt you to follow strategies designed to suit your vision and objectives. We can help you execute a financial strategy based upon your financial planning utilizing the following products and services:
Here’s an organization we care about. Watch the video learn more about how you can be involved.
Please complete the contact form and we'll be in touch. The data on this form is submitted and transmitted via a secure connection If you have questions about your financial planning, you're in the right place.
As financial professionals, we can guide you through the financial planning process to help with goals set for your financial future.
We're ready to field any questions you might have within the realm of finance. We look forward to hearing from you!
14301 FNB Parkway
Omaha, NE 68154
Phone: (402) 401-2312
Fax: (402) 492-8606
1508 JF Kennedy Blvd
Bellevue, NE 68005
Phone: (402) 690-0962
Fax: (402) 505-9625
We are located in West Omaha on the northeast corner of 144th and Dodge Street in the Linden Place building. There is ample guest parking in front of the main entrance. Please take the elevator to the 3rd floor and proceed down the hallway on your right to Suite 306. Our team looks forward to meeting with you!