Let's Talk

Let's Talk

Schedule a visit with our financial advisors in Omaha, NE.

Our process is all about you and your goals. The first step is to meet face to face and get to know one another. The most important objective of this meeting is to answer your questions and for our advisor to understand your goals. Once we have a clear understanding of your situation, we will outline the options and discuss costs.  Complete form below or call (402) 339-4800 to schedule a meeting.

What to Expect - Initial Call:

  • An advisor will contact you to make a brief introduction, schedule a meeting, and tell you what to bring.

What to Expect - First Meeting

  • Friendly conversation to get to know one another
  • Frank discussion of your goals and objectives
  • Plenty of time to ask questions and address concerns
  • Plain explanation of our services and estimated expenses
  • Set follow up appointment to discuss recommendations
  • There is no cost for our initial consultation.  Costs will be well explained before we start working for you.



Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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