A Personalized Approach to Help You Reach Your Financial Goals
Our mission is to assist our clients to help them achieve their financial objectives. Our team takes time to understand your goals so that the recommendations we offer are tailored to fit your needs. We then focus on providing simple and clear explanations of financial solutions and a plan you can follow.
While some of our clients are building wealth towards their retirement goals, we also focus on business succession and family financial planning for your legacy.
Our team has been working with individuals, families and businesses since 2000. Each of our associates has extensive personal and professional experience and continue to work to enhance their knowledge.
We genuinely care for our client’s well-being. We spend the time needed to gain a holistic view of your financial picture and ask focused questions about your goals for the future. Then we use our knowledge and experience to develop a strategy and plan designed to address your priorities and personal situation.
We are dedicated to developing lasting relationships with all our clients.
We believe the tools of financial planning can provide the link between what clients envision and what they achieve. With this in mind, we will work with you to develop a plan that will help build, protect and manage your finances using tools such as insurance, investments, estate planning, business and tax planning strategies.
We can work with your tax planning firm to provide a cohesive plan designed to work with what we’re providing on the financial and business planning side. If you would like a recommendation for some tax professionals, please let us know.
We promise to help guide you through a step-by-step process to help make you feel comfortable and confident. In addition, we’ll meet with you on a regular basis to see if goals have changed and to review your plan to measure progress.Ready to get started?
We sincerely care about our clients and the community in which we serve. Our team is actively involved in and supports many different deserving local organizations.
One that is near and dear to our founder’s heart is Families Together (formerly Safe Families). This incredible group offers temporary child care for parents working to stabilize their lives. Watch the video below to learn more about Families Together and Ty and his family’s direct involvement.
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How can we assist you? If you have a question you’d like to discuss, please feel free to call or email.
18205 Capitol Avenue
Elkhorn, NE 68022
Monday through Friday
Phone: (402) 401-2306
Fax: (833) 978-2421
1508 John F Kennedy Drive
Bellevue, NE 68005
Monday, Wednesday & Friday
9am - 1pm Tuesday & Thursday
Phone: (402) 690-0962
Fax: (402) 505-9625