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Retirement Help for those 50+ is Here
FEE-ONLY FINANCIAL PLANNING WITH OFFICES IN
OMAHA and Kansas City
Currently Accepting Clients
Retirement Planning Services
We are a commission-free, fee-only financial planning office. Our services include:
Social Security Optimization
Retirement Planning
Investment Management
Charitable Planning
Tax Planning
Retirement Income Planning
We Do Our Best Work With:
Ages 50+
We do our best work with pre-retirees and those retired.
Accessible
We provide help to all walks of life without income, assets, or net worth limitations.
Expert Help
You get to retire once. It is critical you hire a retirement expert to assist.
Case Studies
Take a look at these case studies to see how we can help.
CASE STUDY #1
Closing in on Retirement
The light at the end of the tunnel is close for Donna. She’s worked hard for this moment, but it is a bit scary to pull the trigger and actually resign from her job. She is eligible for Social Security but hasn’t hit her full retirement age.
The light at the end of the tunnel is close for Donna. She’s worked hard for this moment, but it is a bit scary to pull the trigger and actually resign from her job. She is eligible for Social Security but hasn’t hit her full retirement age.
CASE STUDY #2
Retirees
Richard and Trish have recently retired and want to live an active lifestyle, but are concerned with taxation and whether their money will reliably last.
CASE STUDY #3
Still working, but…
A career in academia has been rewarding for Michael. He continues to work not because he feels he has to but because he still gets a sense of being part of something bigger than himself.
Get Your Retirement Checklist
Uncover commonly overlooked “blind spots” from your current retirement plans.
Discover the steps you need to take during the years leading up to your work-free life!
Discover our six-step retirement plan process.