Personal Financial Planning
Experience, strategies, and options to help you prioritize, plan, and build a solid financial future for you and your family.
Personalized Financial Planning
What are your goals for life after retirement? Do you want to travel? Relocate? Spend more time with family? How much money will you need to realize those goals and maintain them for your lifetime? Nebraska Financial Advisors will help you build the plan that's right for you.
Retirement and Distribution Planning
Will your savings be enough for retirement? How should you handle your required distributions? We can help you with the right strategies and plans for your retirement distributions, as well as new investment strategies that can help sustain you for your lifetime.
Life and Disability Income Insurance
One way to help ensure that your financial plan stays on track in the event of illness, disability, or death, is by protecting yourself and your family with life and disability income insurance. Nebraska Financial Advisors is there to help you select the insurance coverage that is right for you and your family, giving you the comfort that you'll be protected even if the unthinkable happens.
Investment Analysis
At Nebraska Financial Advisors we can help you to prioritize your life goals, review and analyze your existing investment plans, and help you to implement strategies that will help you realize those goals based on your place in life, the current investment environment, and more. We'll be with you every step of the way.
Tax Strategies
How much of your retirement savings will actually be available to you after taxes? How much of your income during retirement will be taxable? What will be your tax rate when you retire? We can help you to answer those questions and develop strategies to help you take control of your future tax bills.
Estate Planning and Review
What will happen to your estate after you pass away? How will you ensure that what you pass on to your loved ones after you are gone is meaningful and helpful? We can help by reviewing your existing plan, or by getting you started on a new one to ensure that your family is taken care of.