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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) 938-6800 or (800) 317-3095.

Helpful Content

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

 

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Building Your Legacy

A four-step framework for building a personal legacy.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Retirement Plan Distributions

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

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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