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Menu of Services

Here is a menu of items that effect wealth which we encourage you to consider. We hope to visit about each item that is important to you.

Financial Strategies

Financial Goals

  • Set Long-Term Goals

  • Review Goals

  • Savings

  • Financial Plan

Investment Management

  • Manager Due Diligence

  • Manager Selection

  • Monitoring

Asset Allocation

  • Diversification

  • Risk Tolerance

  • Risk Management Tactics

Tax Planning

  • Tax Efficiency

  • Tax Reduction

  • Roth IRA Conversion

  • Tax-Loss Harvesting

Retirement Planning

Retirement Plans

  • 401 (k)

  • IRAs

  • Beneficiary Review

Social Security

  • Benefit Review

  • Timing & Impact Review

Healthcare

  • Medicare Benefits

  • Medicare Needs

  • Long-Term Care

  • Medigap Insurance

Liability Solutions

Goal Protection

  • Life Insurance Review

  • Corporate vs. Personal

Income Protection

  • Disability Insurance

Liability Insurance

  • Asset Protection

  • Umbrella Coverage

Family Planning

College Planning

  • Establish 529 Plans

  • Custodial Accounts

  • Education IRAs

Child Care

  • Special Needs Trust

Parental Care

  • Healthcare Planning

  • Long-Term Care

  • Living Expenses & Housing

Estate Planning

Wills

  • Establish Last Will

  • Healthcare POA

  • Durable POA

  • Living Will

Trusts

  • Living Trust

  • Generation-Skipping

  • Residence Trust

  • Irrevocable Life Insurance

  • Credit Shelter

Heirs

  • Beneficiary Planning

  • Annual Gifting Strategies

  • Estate Transfer Strategies

  • Asset Titling

Charitable Giving

  • Charitable Trusts

  • Donor Advised Funds

  • Legacy Planning

  • Bequests

Capital Needs

Home Loans

  • Mortgages

  • Home Equity

Securities-Based Lending

  • Control & Restricted Stock Lending

  • Letters of Credit

  • Multi-Purpose Loans

  • Portfolio Credit Line

Liquidity Solutions

  • Mergers & Acquisitions

  • Capital Raises

  • Valuations

  • Debt Restructuring

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13616 California Street
Suite 110
Omaha, NE 68154
(402) 378-7373

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