Financial Planning Services: Family Wealth Management

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Experience teaches us that financial freedom is found in a disciplined process. To help our clients pursue success, we have developed the WealthCare Process™, a dynamic 6-step process that is designed to help you feel more confident about your financial future by providing a clear plan to keep you on track toward your goals.

Participating in the WealthCare Process™ is designed to also help you:

  • Organize and better understand your objectives
  • Create a plan supported by all of your advisors
  • Benefit from advanced estate planning techniques*
  • Create a system to support advisor communications
  • Enjoy the support and understanding of your family
  • Feel more confident about achieving your objectives

Upon completion of the WealthCare Process™, we believe that your financial affairs will be better organized, your investments will be integrated with your plan and targeted toward your visions and goals, and your team of advisors will work together.

This process is designed to help you feel more confident that you are on track toward your personal and financial objectives.

*Mutual of Omaha and its representatives do not provide tax or legal advice. Consult a qualified professional specific to your situation.

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This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Family Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.

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