From a new investment strategy to a solidified retirement plan, our team is well-versed in the nuances of financial planning. With our insight, tools and resources, we strive to provide you with everything you need to apply our recommendations throughout your day-to-day life.
Our partnership with Futurity First Insurance Group gives us access to a wide range of life, disability and long-term care insurance providers, allowing us to shop the coverage plans that best suit your unique needs. As things change, we’ll review these policies to make sure they continue serving your best interests.
We are here to provide businesses with the knowledge and resources they need to provide a healthy retirement plan for themselves and employees.
Participation: Are employees engaged and retirement ready?
Contribution: Are employees maximizing all available opportunities?
Cost-effectiveness: How effectively is your money being utilized?
We offer corporate companies, small businesses and individuals the knowledge and resources they need to maximize their company retirement plan. Our service model is designed to minimize fiduciary risk, enhance plan benefits, reduce fees and most importantly, improve overall plan experience.
Business owner should expect an ongoing relationship built on Teamwork.
Your employees on becoming retirement ready and the resources needed to achieve their goals.
Here are some additional retirement plans that we offer.
Are you a self-employed business owner with no employees other than a spouse looking for the opportunity to put contributions into a ROTH? Depending on your salary, contribution limits are $56,000 or $62,000 for individuals who are 50-years-old and beyond.
Choosing the right company retirement plan involves a detailed discussion beyond the content listed above. Please consult with us and your CPA to ensure you get the most out of your options.
Check back soon!
Whether you’re a seasoned investor or a first-time financial planning client, we look forward to opening the doors of opportunity so you can look ahead to the future with confidence.
5539 S 27th St. Suite 206
Lincoln, Nebraska 68512