We strive to understand each client’s individual financial situation, needs, goals and investing experience. We work with you and your family to help you carefully evaluate your most important needs, understand your risk tolerance and maintain your current lifestyles while keeping an eye on your long-term objectives. Our goal is to provide you with enhanced value and the confidence that your investments are working to help you reach your financial goals. Our services include:
Financial planning
We work with you to develop custom, goals-based financial planning strategies that focus on retirement, philanthropic and wealth transfer planning, as well as insurance needs.
Risk management
We work in tandem with our clients to review current insurance, identify gaps, and make recommendations to help mitigate the risk to your legacy and lifestyle. Understanding the importance that long-term investing can have in helping to reduce market risk, we construct diversified portfolios that will help you navigate potential near term volatility and position you to succeed over time.
Retirement planning
We help you develop retirement strategies with an emphasis on income distribution needs, long-term goals, tax management and charitable giving.
Investment strategy
We work with you to identify areas of investment opportunity, providing ongoing monitoring of investments and reallocation of assets, when and where appropriate.
Portfolio construction & management
We work with you to understand your liquidity, cash flow and long-term needs to create a diversified, tax-efficient portfolio focused on the long run.
Insurance planning – disability, life, long-term care and annuities
We help you discern and meet your insurance needs to protect your family and lifestyle, including insurance analysis and liability review.
Wealth transfer
We work with clients and their families to create wealth transfer strategies designed to preserve family values and educate the next generation on financial and investment best practices.
Philanthropic strategies
Our team helps you establish private foundations, charitable funds and trusts, as well as plans to maximize your giving.
13616 California Street
Suite 110
Omaha, NE 68154
(402) 378-7373
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HTA Client Relationship Summary
HTS Client Relationship Summary
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