OUR SERVICES

 

Insurance

 

 

 

Life insurance is not a commodity and online searches for coverage lack professional thought for financial planning. We review products you are considering or policies you already have in place to determine if they meet the needs of your family. This often leads to conversations the current product in place is the right type, the right amount and/or the best value.

We determine life insurance needs for our clients based upon the financial plan we and then source the right policy for them. Once that is agreed upon by client and advisor, we can provide the following solutions:

  • Term insurance
  • Permanent Insurance products such as Universal Life, Variable Universal Life, Indexed Universal Life (not Whole Life).
  • Cash Accumulation, Death Benefit only or Combination Strategies
  • Survivorship Policies (based upon two lives where one life may be uninsurable)
  • Corporate Owned Life Insurance

CONTACT US MEET OUR TEAM

 

Disability Insurance

 

 

 

Your income helps you pay for your home, transportation, food, child care and the list goes on. It’s a key part of many of your accomplishments and that’s why protecting it should be a priority. Often paired with group coverage provided by your employer which provides an after-tax benefit, individual policies provide pre-tax benefits and are essential in truly replacing your monthly budgetary needs. We can source the following solutions:

  • Individual disability coverage

 

GROUP BENEFITS

Given our experience in company retirement plans such as 401(k) and 403(b) plans, we also offer group benefits help you recruit and retain your most significant investment: your employees. We can bundle these services with our retirement planning services offering a complete suite of services and products within a single relationship. We can provide the following solutions:

  • Medical
  • Non-medical such as vision and dental
  • Voluntary life insurance
  • Short and long term disability coverage

 


CONTACT US MEET OUR TEAM

Investments

 

 

 

Over half of Americans will not have planned and saved enough for retirement. Furthermore, some may wait until right before anticipated retirement before discussing this with a financial advisor. Our goal is help our clients see their needs current day and prepare them for those goals. We focus on guiding our clients to save more and utilize the right solution to accumulate wealth and be tax efficient in the process. We can provide the following solutions:

  • Taxable accounts
  • IRAs (Traditional, Roth, Back-Door Roth, SIMPLE, SEP)
  • Managed accounts
  • Mutual funds
  • Exchange Traded Funds
  • Active and Passive Managed Funds
  • Individual Securities
  • College Savings Plans
  • Discretionary Cash Investment Accounts
  • Annuities – fixed, variable, indexed, and income

 

CONTACT US MEET OUR TEAM

 

Tax


 

 

We can partner with your tax planning firm or provide you other advisors our clients have used before to help with your tax planning needs. We can work with your tax professional to plan in a way that is cohesive with what we’re providing for you on the financial and business planning side.

 

 

CONTACT US MEET OUR TEAM

 

 

 

OUR MISSION  
 
 
 

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.

 
ABOUT US  
 
 
 

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.

 

 

OUR DIFFERENCE  
 
 

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.

 

Ty Hughes
Ty Hughes
Founder, Financial Advisor
Phone: (402) 401-2312
ty@thewalnuthilladvisors.com
Omaha Office

 

Jill Ehlers: Partner, Financial Advisor
Jill Ehlers
Partner, Financial Advisor
Phone: (402) 401-2325
jill@thewalnuthilladvisors.com
Omaha Office

 

Alicia Elmore
Alicia Elmore
Financial Advisor
Phone: (402) 690-0962
elmore.alicia@principal.com
Bellevue Office

 

MaryJo Ribar
MaryJo Ribar
Administrative Coordinator
Phone: (402) 401-2306
maryjo@thewalnuthilladvisors.com
Omaha Office

 

Debbie Hohler
Debbie Hohler
Administrative Coordinator
Phone: (402) 690-0962
debbie@thewalnuthilladvisors.com
Bellevue Office

 

Jennifer Eby
Jennifer Eby
Administrative Coordinator
Phone: (402) 690-0962
jennifer@thewalnuthilladvisors.com
Bellevue Office

 

 

BUSINESS SERVICES

 

Insurance

 

 

Life insurance is not a commodity and online searches for coverage lack professional thought for financial planning. We review products you are considering or policies you already have in place to determine if they meet the needs of your family. This often leads to conversations whether the current product in place is the right type, the right amount and/or the best value.

We determine life insurance needs for our clients based upon the financial plan wrote for them and then source the right policy for them. Once that is agreed upon by client and advisor, we can provide the following solutions:

  • Term insurance
  • Permanent Insurance products such as Universal Life, Variable Universal Life, Indexed Universal Life (not Whole Life).
  • Cash Accumulation, Death Benefit only or Combination Strategies
  • Survivorship Policies (based upon two lives where one life may be uninsurable)
  • Corporate Owned Life Insurance

 

CONTACT US MEET OUR TEAM

Disability Insurance

 

 

 

Your income helps you pay for your home, transportation, food, child care and the list goes on. It’s a key part of many of your accomplishments and that’s why protecting it should be a priority. Often paired with group coverage provided by your employer which provides an after-tax benefit, individual policies provide pre-tax benefits and are essential in truly replacing your monthly budgetary needs. We can source the following solutions:

  • Individual disability coverage

 

GROUP BENEFITS

Given our experience in company retirement plans such as 401(k) and 403(b) plans, we also offer group benefits to help you recruit and retain your most significant investment: your employees. We can bundle these services with our retirement planning services offering a complete suite of services and products within a single relationship. We can provide the following solutions:

  • Medical
  • Non-medical such as vision and dental
  • Voluntary life insurance
  • Short and long term disability coverage

 


CONTACT US MEET OUR TEAM

Investments

 

 

 

Business owners often call their business their retirement plan strategy.  However, the value of the business is often unknown.  The exit strategy and availability of a willing and financially able buyer is not always available.  Our goal is to help our business clients see their dreams realized.  We can work with other professionals to help guide our clients understand these deals with particular attention to exit structure and tax efficiency.  We can provide the following solutions:

  • Retirement plans such as SIMPLE IRAs, 401(k), 403(b)
  • Defined Contribution
  • Defined Benefits
  • Profit Sharing Plans
  • Cash Balance Pension Plans
  • Non-Qualified Deferred Compensation (also known as Excess Plans)
  • Employee Stock Ownership Plans (ESOPs)

 

CONTACT US MEET OUR TEAM

Tax


 

 

We can partner with your tax planning firm or provide you with other advisors our clients have used before to help with your tax planning needs. We can work with your tax professional to plan in a way that is cohesive with what we’re providing for you on the financial and business planning side.

 

CONTACT US MEET OUR TEAM

CONTACT US 


 

 

Ty Hughes
Founder, Financial Advisor
Phone: (402) 401-2312
Email: ty@thewalnuthilladvisors.com

 

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!

 

walnut hill advisors

Omaha Office

14301 FNB Parkway
Suite 306
Omaha, NE 68154

Phone: (402) 401-2312
Fax: (402) 492-8606

Bellevue Office

1508 JF Kennedy Blvd
Suite 201
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!

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck