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"Financial Planning Is More Than Just Investments"

What problem could we help you with?

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.


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".

Have you done all you could?

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