Family Wealth Management Investment Planning Services

Our Investment Planning Philosophy – “The Money Must Be a Servant to a Plan”


  1. We will clearly understand your goals and family situation.
  2. We will help select an appropriate asset mix for your portfolio.
  3. We will assist you in coordinating investment decisions.
  4. You will be proactively contacted regarding your investments.
  5. We will clearly disclose all fees involved.
  6. We will bring in experts to help with other financial areas.
  7. We will help you coordinate and organize all of your financial documents.
  8. You can have a financial plan that coordinates your money with your life.

We believe:

  • Listening to and Understanding Client’s Needs are the Cornerstone of Every Great Financial Advisory Relationship
  • In Being an Advocate for Our Client’s Goals and Dreams
  • Wealth Should Not be Invested until a Written Financial Plan is Implemented
  • Managing Risk is More Important than Managing Returns
  • “Buy and Hold” is a Posture Not a Strategy
  • Investor Behavior is the Primary Driver of Investor Return
  • Information Does Not Create Knowledge or Wisdom
  • Client Education is Our Obligation
Investment Planning

Speak With Us And Learn How We Can Help You, Starting Now!

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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.