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 a Financial Planner before or have had success doing it yourself, we provide simple, customized advice tailored to you.

Becoming Financially Independent

Our primary purpose is to help you pursue your goals and overcome your obstacles to allow you to live the life you want to. To do this, we need to 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.