From discussing your concerns, to developing a portfolio tailored just for you, to daily oversight and management, to ongoing follow up and communication. We will be there when you need us.
14301 FNB Parkway, Suite 204
Omaha, NE 68154
Phone 402 614 4050
Fax 402 556 7373
Overland Park Office
11020 Oakmont Suite 100
Overland Park Kansas 66210
Fax (913) 538-5281
Retirement Planning, Fee Based Asset Management, Personalized Portfolio Management, Investment Income Strategies, Equity Strategies.
We represent a diverse group of Investment Firms providing world-class 401(k) and profit sharing plans custom tailored for companies from start-up to Fortune 500.
Access to numerous alternative investments, including 1031 exchange Programs, REIT’s (Public and Private), Limited Partnerships (Oil and Gas Exploration, Equipment Leasing, and Storage Units).