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Making the complex, understandable and the overwhelming, manageable!
My goal is to bring financial clarity to all those I work with. I strive to make the complex, understandable and the overwhelming, manageable.
If you can answer yes to one of three questions below, then we may be a good fit for you:
- Do you or a member of your household have an atypical income stream (e.g. farming, contract work, e-commerce, Social Security widows benefit, small business revenue, or military pension)?
- Are the majority of your assets outside of investments (e.g. machinery, business inventory, commodities)?
- Are you accustomed to making financial decisions based on the impact it will have on your taxes?
Your financial picture doesn't look like the standard W-2 + 401K household, so it's important that you work with a financial advisor who is accustomed to the unusual planning factors that this situation creates.
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Locations
Syracuse Office
- Phone:
- 402-269-3003
- Mobile:
- 402-671-0545
Hours
Monday – Thursday: 8:30 a.m. – 4:30 p.m.
Address
555 Thorne St
Syracuse, NE 68446
Omaha Office
- Phone:
- 402-269-3003
Hours
Monday evenings or Wednesdays, by appointment only