Proactive Planning for Wise Decisions
With a plan and a process in place, the right choices become automatic. We help Nebraska families build financial habits that last a lifetime.
Planning, Investments,
and Protection
Each service starts from the same place: a clear plan for what your money needs to do.
Specialized Where It Counts
Retirement Planning
Decades of saving come down to a handful of decisions. We map your income, timing, and tax picture so you know when you can retire and what it will look like.
Estate Planning
What you have built should land where you intend. We help your assets pass cleanly, working alongside your attorney and tax professional.
Business Planning
Your business and personal finances are one picture. We plan for succession, key people, and the exit you actually want.
Asset Protection
A plan needs defenses. We stress-test what could go wrong and put protection in place before it does.
Guiding Nebraska Families Since 2003
Willeke Financial Group is a three-person firm in Lincoln led by Craig Willeke, CFP®. For over two decades we have helped healthcare professionals, business owners, and families prepare for the scenarios their futures might hold.
23+
Years in financial services, since 2003
CFP®
Certified Financial Planner, with LUTCF and CLTC® designations
15
Years a Million Dollar Round Table member, since 2011
Ideas for a Lifetime
of Wise Decisions
“Most people don’t plan to fail, they fail to plan.”
Common Questions
Straight answers before you ever book a call.
Have a different question? Schedule a callA conversation, nothing more. We talk through where you are, where you want to go, and whether we are the right fit to help. No documents required, no obligation.
Healthcare professionals, business owners, and Nebraska families who want a clear plan. Many of our clients have worked with us for decades.
There is no minimum to have a conversation. If we are not the right fit for your situation, we will say so and point you somewhere useful.
We will explain exactly how we are compensated, in writing, before you commit to anything. Clarity about costs is part of the plan.
Both. We meet clients at our office in downtown Lincoln and by video for everyone else.