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Understanding Today’s Financial Environment

Welcome! We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, saving for college, assessing your insurance needs, desiring to have a written retirement income plan, or looking to leave a financial legacy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please contact us at (402) 938-6700 or (866) 809-6700.

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Ascertaining the value of your business is important for a variety of reasons.

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Assess whether you are running “in the black” or “in the red” each month.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Determine your potential long-term care needs and how long your current assets might last.

How Compound Interest Works

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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$1 million in a diversified portfolio could help finance part of your retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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A bucket plan can help you be better prepared for a comfortable retirement.

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