Three Ways
to Engage
Some clients want a full plan, some want their investments managed, some have one question. Each way is a different depth of partnership; all three start with the same conversation about where you are and where you want to be.
Planning Focused
For clients ready to clarify, simplify, and organize their whole financial life with an advisor at the table.
Goals
Take a holistic approach to defining goals, analyzing options, making informed decisions, and putting strategies in place.
Answer the open questions, reduce financial worry, and cut complexity so you can focus on what matters most.
Keep an ongoing partnership if you want one: stay informed, get guidance as finances, laws, and life change, and adjust the plan as you go.
Services
An integrated financial plan covering the parts of your financial life you choose, which can include:
- Building, protecting, and distributing wealth
- Net worth analysis
- Tax planning
- Asset allocation and location
- Retirement planning
- Estate planning
- Risk and protection planning
We do not provide tax advice. Please consult your own advisors for tax advice.
Overview
Financial planning is delivered as a written report for a fee: a customized review of your situation and goals with recommendations designed to help you meet them.
As time passes or your situation changes, a new engagement can revisit the plan with updated advice and management of the strategies. Implementing any of it is optional; if you do, that work is described under Investor Focused.
Investor Focused
For clients who want professional knowledge and hands-on management to align their investments with their goals.
Goals
Design, implement, and manage an investment strategy with an experienced advisor, including research, analysis, and selection.
Treat professional management as a way to reach investment objectives while freeing up your own time.
Services
An investment strategy fitted to your situation, risk tolerance, and goals, with ongoing management guidance that can include:
- Investment goals
- Risk tolerance
- Investment strategy
- Investment research and analysis
- Investment recommendations
Overview
We follow a regular cycle to implement and monitor your investments, with ongoing communication about performance and your risk parameters.
Financial planning is not included, but every advisory account receives ongoing advice and reviews.
Insurance Focused
For clients with a specific goal or situation who want targeted guidance on a limited basis.
Goals
Get advice on the most appropriate solution for a defined need, which can include:
- Life insurance
- Long-term care insurance
- Disability insurance
Services
Guidance, advice, and service related to the need you bring us. Ongoing support covers the work performed; anything beyond that scope is defined separately, as requested or recommended.
Overview
Solutions are selected based on your specific situation and needs. Investment management and financial planning are available separately.
Not Sure Which Way Fits?
Most people are not sure at the start, and that is fine. One conversation is enough to sort out the depth of help you need, and you can move between ways as your situation changes. No documents required, no obligation.
23+
Years advising Nebraska families
CFP®
Plus LUTCF and CLTC® credentials
15
Years of MDRT membership