We understand that transitioning into retirement is a significant life change, and we’re here to provide guidance every step of the way.
If you have questions like:
When can I safely retire?
How much should I spend in retirement?
Am I paying too much in taxes?
Is my investment portfolio appropriate for retirement?
And are:
Retired or planning to make the leap in the next decade
Seeking a holistic planner to help with not just investment management, but also retirement income planning, long-term tax-saving strategies, risk-management, and most importantly, to put each of these areas together to form one cohesive plan.
Looking to build a relationship with a trusted advisor for the long run, so that as your circumstances change, you have someone to walk alongside you through any transitions.
A diligent saver. Our services are typically most cost-effective for those with investable assets of $500,000 or more.
Then we might be a good fit to help. Click below to learn more about our services or contact us and we’ll reach out to schedule a 15-minute, no-strings-attached, introductory phone call.
Who We Serve
Contact us.
(402) 933-4101
1299 Farnam St STE 300
Omaha, NE 68102