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8310 O Street
Lincoln , NE 68510



The Financial Planning Dilemma:

“How can I ensure that the money I need in the near term is protected from risks and volatile market swings, while I simultaneously put myself in a position to capture long term market returns needed to build retirement assets?”

At The Core

We understand the many challenges of planning for and living in retirement.  We help you develop an accumulation plan to build assets, as well as forecast a reliable retirement income stream.  We are by your side to help navigate the complexity and put it all in plain language.


We create strategies that are tailored to your needs and goals.

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Income For Life

Years of experience have prepared us to guide you through your life transitions.

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