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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 & Jason Schluckebier

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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

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

 

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Rightsizing for Retirement

What does your home really cost?

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