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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.
Omaha Office:
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
(913) 538-5753
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).
Omaha Office:
14301 FNB Parkway, Suite 100
Omaha, NE 68154
Phone 402 614 4050
Fax 402 556 7373
Overland Park Office
11020 Oakmont Suite 100
Overland Park Kansas 66210
(913) 538-5753
Fax (913) 538-5281