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