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Omaha, NE 68114

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Doug Thomas

402-397-5440

 
How to Bake a Pie-R-A Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.

Helpful Content

Setting Your Family’s Financial Values

Setting Your Family’s Financial Values

Set your family's financial values; cast a vision for the future. Talk to your parents and kids. Discuss all options.

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

 

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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