1121 N 102nd CT
Financial Planning for Pre-Retiree's, Business Owners, Education Professionals, and Medical Professionals throughout the greater Omaha metropolitan area since 1983.
Clients come to us for guidance on changes throughout their lives. We start our relationships by taking the time to listen. From there we guide our clients in developing a custom financial plan that optimally serves their needs and wants. Since 1983, we've specialized in reviewing financial plans for pre-retirees, especially business owners, educational professionals, and those in the medical field. Our expertise in these areas has allowed us to provide unique insights in building out our custom financial plans. Whether you've worked with Financial Planner before or have had success doing it yourself, we provide simple, customized advice tailored to you.
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!
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402-339-9090 ext. 201
402-339-9090 ext. 203
Associate Financial Professional
402-339-9090 ext. 204
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402-339-9090 ext. 214