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Office Information

7571 Main Street
Omaha, NE 68127
402-339-9090

Branch Team

Office Hours

Mon-Fri: 8:30AM - 6:00 PM
Sat-Sun: By Appointment Only

Becoming Financially Independent

Our primary purpose is to help you achieve your goals and overcome your obstacles to allow you to live the life you want to. To do this, we need learn more about your personal situation, define your dreams and goals, and understand your relationship with money, including your willingness to take on risk. Long-term relationships that encourage constructive communication have been the foundation of our success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, please send me any questions you have about how we can help you become financially independent. We'll get back to you as quickly as we can!

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With  years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

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