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Lincoln , NE 68510

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A guided approach to planning your financial future

"The clients best interest is our top priority.  As fiduciaries, we help navigate the complexities of retirement and investment planning, with the goal of achieving optimal results and a stress free experience for our clients."

                                                   - Kevin Deaver 

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Retirement

Process & Strategy

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Investments

Allocation & Diversification

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Insurance

Value & Protection

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Helpful Content

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

 

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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