FULL-SERVICE FINANCIAL MANAGEMENT STRATEGIES*
We help provide comprehensive insurance, investment*, retirement, college planning, and asset management** strategies for businesses, families, and individuals.
WHAT WE DO
SIMPLIFY YOUR FINANCES
Financial strategies don't have to be complex or intimidating. We strive to take the guesswork out of wealth management. Giving you confidence that your assets are in experienced hands.
FOR INDIVIDUALS & FAMILIES
We offer life, health, and disability income insurance, as well as estate, college, investment*, and retirement planning assistance.
FOR BUSINESSES
We help provide life, health, and disability income insurance, plus group benefits packages, asset management**, and retirement planning services.
THE BENEFITS
LEADERSHIP, STRATEGY, DECADES OF EXPERIENCE
We take pride in supporting our clients in a welcoming, ethical, and professional manner that builds lasting trust and enduring friendships. Our experienced team will help you to reduce uncertainty, grow your assets, and protect what you cherish most.
WHAT TO EXPECT
WHY CHOOSE US
GUIDANCE, FLEXIBILITY AND SUPPORT
Our approach helps provide flexibility in planning to provide strategies for our clients in any stage of life. We look to deliver strong guidance in both strong economic times and at during volatility, with the focus on supporting the goals outlined by you and your family. That is our commitment.
Our services
full-service wealth management
PROTECTION
Support your financial independence with life, health, and disability income insurance coverage, as well as long-term care supplementation.
INVESTMENT*
Help grow your wealth and prepare for college, retirement, and the future of your estate or company with our experienced financial professionals.
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Contact Us
GET IN TOUCH
Want more information?
Contact Lincoln Office: (402) 423-4022
Contact Omaha Office: (402) 397-1952
Anchored in Nebraska, Serving Clients Coast-to-Coast
Representatives offer insurance and financial services through their respective business names.
*Registered Representatives offer securities and investments through Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC.
**Additionally, Mark Scholz, Dan Scholz, Justin Hochstein, Preston Speece, Mike Booth, Justin Ellenbecker, Tony Ojeda, Nate Moore, Tyler Mainquist, Keaton Falk, Thaddeus Fonck, Darcy Yocum, Ken Broman, Peggy Beckenhauer, Corey Poulosky offer investment advisory services through Ameritas Advisory Services LLC (AAS).
AIC and AAS are not affiliated with any other entity mentioned within this website.
Products and services are limited to residents of states where representatives are registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A Representative will contact you to provide requested information.
Representatives of AIC and AAS do not provide tax or legal advice. Please contact your tax advisor or attorney regarding your situation.
Ameritas® and the bison design are registered service marks of Ameritas Life Insurance Corp. and are used with permission.