Partnering with
Professionals
We work with attorneys, accountants, trust officers, and other financial professionals to better serve our shared clients. If you have existing advisors you trust, we are glad to be one voice at the table.
How We Work Together
When you partner with Willeke Financial Group, we develop a mutually agreeable process for interacting with our shared clients. Every organization handles communication differently, so we stay flexible and adapt to the way your office works.
We keep the lines open and keep you apprised of every development, so the client always sees one cohesive team rather than separate advisors.
Where We Add Value
We are a results-oriented firm, delivering creative and effective solutions for your clients in:
- Business planning
- Estate planning
- Succession planning
- Tax planning
Have a Client in Mind?
If you would like to discuss a particular client we may be able to help with, or the way a partnership could work, we’re happy to talk.
23+
Years advising Nebraska families
CFP®
Plus LUTCF and CLTC® credentials
15
Years of MDRT membership