facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

"Financial Planning Is More Than Just Investments"







ARE YOU RETIREMENT READY?

We help mass affluent individuals prepare for and transition into retirement. We help you in areas including: getting financially organized, Social Security planning, tax planning, insurance planning, Medicare planning, estate planning and designing an income plan to be confident you won’t run out of money.

lighthouse

Focus on Things That Matter and Things You Can Control.

Planning is a process. It should focus on "Things That Matter and Things That You Can Control".

Learn more






Kearney Nebraska 

Located in Kearney Nebraska, we are your local retirement planning and Wealth Management firm backed by a large sophisticated team.

Schedule an Appointment