Our Process - It’s Easy to Get Started

Introductory Phone Call  

We begin our process with a complimentary 15-minute phone call. This initial conversation allows us to learn more about you and the specific services you're seeking. It’s a great opportunity for you to ask any questions you might have about our firm and how we can assist you. Our goal is to determine if we are a good fit to help you achieve your retirement planning needs. If you're interested, we look forward to speaking with you! 

Initial Meeting  

After our initial phone call, we may schedule a longer meeting—typically around 60 minutes—to explore the solutions you're seeking in greater depth. This meeting allows us to assess your specific needs and goals more thoroughly. It also gives us a chance to evaluate whether our services align well with what you're looking for, ensuring that we can provide the best possible support for your retirement planning journey. 

Initial Planning Services  

Before we begin managing any part of your life savings, we conduct an initial planning period tailored to your unique financial situation. During this phase, we take the time to thoroughly analyze your goals, needs, and current assets. Our objective is to provide you with detailed recommendations that align with your financial aspirations. 

Ongoing Planning and Investment Management Services  

Once we present our findings and strategies, you will have the opportunity to evaluate the value of the insights and plans we've shared. If you're satisfied with what we've proposed and are interested in developing an ongoing relationship, we would be more than happy to welcome you as a client at that time. Your trust is important to us, and we aim to ensure that you feel confident in our partnership before moving forward.  

Contact us.

(402) 933-4101

1299 Farnam St STE 300
Omaha, NE 68102