Client-Focused Wealth Management

First Nebraska Wealth Partners focus on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we’re able to help you anticipate needs and plan for the future.

Strategies for Your Wealth Management Needs

We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it to help you stay on track. Our services and strategies include:

• Retirement Planning
• Estate Planning Strategies
• Risk Management
• Small Business Strategies
• Insurance
• Gifting Strategies
• Investment Planning
• Education Planning
• Tax Strategies

Our Approach to Your Personalized Plan

We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course.

1. Assessing Your Needs & Finances
   We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.
2. Preparing Your Plan
   We provide a detailed analysis of your finances, develop a variety of customized strategies, and offer recommendations to address your future needs.
3. Implementing & Monitoring Your Strategy
   Once you select the best approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary

We invite you to call, schedule a consultation, and discover how we can help you pursue your financial goals.

There is no guarantee that an investment strategy will yield positive outcomes. Investing involves risk, including loss of principal.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA | SIPC). Insurance products are offered through LPL or its licensed affiliates. First Nebraska Bank & First Nebraska Wealth Partners are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Nebraska Wealth Partners, and may also be employees of First Nebraska Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Nebraska Bank or First Nebraska Wealth Partners.

First Nebraska Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and insurance offered through LPL or its affiliates are:

• Not Insured by FDIC or Any Other Government Agency
• Not Bank Guaranteed
• Not Bank Deposits or Obligations
• May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.