A path to prosperity
We provide financial planning for farm families and the ag community.
Planning with a purpose
Pioneered on the plains
We are a firm dedicated to helping farm families and rural Americans solve the financial challenges around investing, retirement, farm transitions and the desire to leave a legacy in a way that leads to more financial freedom.
Work or retire on your terms
Find the balance between work and transitioning your responsibilities to the next generation. Plan for the future to eventually make work optional rather than required.
Leave your mark
Setup the next generation for success and leave this place better than you found it. Create a plan to support your loved ones and leave a lasting legacy.
The Financial Freedom Field Guide
Are you interested in creating more financial freedom for you and your family? Want to become a better investor? Use this guide to get on the right path.
We work with institutions you can trust:
We provide updates and insights on financial topics that may impact your life. Visit the Nebraska CFP page to join our email list and get useful articles and insights delivered to your inbox twice a month.