Start Thinking Possible

Schedule a Complimentary Consultation

Imagine the Possibilities that Financial Security Could Bring

Our advisors work with you every step of the way to help you understand the investing process and realize your financial goals.

1

Understanding Investing

You deserve to feel knowledgeable and confident in your financial future.

2

Establish Goals

We’re focused on you. Let’s develop a plan and establish goals together with your financial future in mind.

3

Retire on Your Own Terms

No matter what your retirement goals may be, we want to help you be successful.

Click Here to Get Started

Our motto here is 'Start Thinking Possible'... Start thinking possible, start thinking differently... What are the things you can do if you get your arms around this thing called 'finance.'

– Chadd Hoeft, Co-Founder and Financial Advisor

OUR SERVICES

401(k) Rollover - Omaha & Lincoln NE - Asset Strategies 401(k) Rollover - Omaha & Lincoln NE - Asset Strategies
401(k) Rollover
Fee-based Investing - Omaha & Lincoln NE - Asset Strategies Fee-based Investing - Omaha & Lincoln NE - Asset Strategies
Fee-Based Investment
Roth IRA - Omaha & Lincoln NE - Asset Strategies Roth IRA - Omaha & Lincoln NE - Asset Strategies
Roth IRA
Mutual Funds - Omaha & Lincoln NE - Asset Strategies Mutual Funds - Omaha & Lincoln NE - Asset Strategies
Mutual Funds
Asset Strategies Financial Advisors - Omaha NE
Previous
Next

Start Thinking Possible

Asset Strategies - Schedule an Appointment
Schedule an appointment
Asset Strategies - Create Your Plan

Build your
plan

Asset Strategies - Accomplish Your Goals

Accomplish
Your Goals

Schedule an Appointment
Meet with one of our financial advisors for a consultation. Be sure to ask lots of questions.
Build Your Plan
Collaborate with us here at Asset Strategies to make a simplified and understandable plan for your financial goals.
Accomplish Your Goals
We guide, educate, and support you as you work toward reaching lifetime financial fulfillment.
Previous slide
Next slide
Start Reaching Your Goals
Let’s Meet Virtually - Schedule Your Zoom Consultation

Latest News & Information

We are on Facebook

Comments Box SVG iconsUsed for the like, share, comment, and reaction icons
Asset Strategies
4 days ago
Asset Strategies

What do you get when you eat too much pumpkin pie?

--Autumn-y ache. ... See MoreSee Less

View Comments
  • Likes: 4
  • Comments: 0
  • Shares: 0
Share
Share on Facebook Share on Twitter Share on Linked In Share by Email

0 CommentsComment on Facebook

Asset Strategies
5 days ago
Asset Strategies
As you’re getting closer to retirement, here are five important topics to discuss with your advisor.

As you’re getting closer to retirement, here are five important topics to discuss with your advisor. ... See MoreSee Less

View Comments
  • Likes: 2
  • Comments: 0
  • Shares: 0
Share
Share on Facebook Share on Twitter Share on Linked In Share by Email

0 CommentsComment on Facebook

Asset Strategies
1 week ago
Asset Strategies

Last year, Americans spent more than $35.3 billion online during the five-day period between Thanksgiving and Cyber Monday.

Investors & analysts pay attention to these numbers because it gives some insights into how consumers feel about the economy. A strong holiday weekend indicates that consumer sentiment is positive, and they are likely to continue spending well into the holiday season. By contrast, a lackluster five-day shopping total may indicate that consumers are worried about a recession and reining in their spending.

While Thanksgiving, Black Friday & Cyber Monday can have modest impacts on the stock market, it’s important to focus on your overall investment strategy rather than getting distracted by short-term changes. No matter what happens during the holiday season in terms of consumer spending, your best bet is to maintain and invest in a well-diversified portfolio. ... See MoreSee Less

View Comments
  • Likes: 0
  • Comments: 0
  • Shares: 0
Share
Share on Facebook Share on Twitter Share on Linked In Share by Email

0 CommentsComment on Facebook

Asset Strategies
2 weeks ago
Asset Strategies

... See MoreSee Less

View Comments
  • Likes: 7
  • Comments: 1
  • Shares: 0
Share
Share on Facebook Share on Twitter Share on Linked In Share by Email

1 CommentComment on Facebook

Asset Strategies
2 weeks ago
Asset Strategies
Longevity is the multiplier of all risks for retirees – especially for women. By having this important discussion, sooner rather than later, we can better address your needs. Reach out today!

Longevity is the multiplier of all risks for retirees – especially for women. By having this important discussion, sooner rather than later, we can better address your needs. Reach out today! ... See MoreSee Less

Call Now

View Comments
  • Likes: 4
  • Comments: 0
  • Shares: 0
Share
Share on Facebook Share on Twitter Share on Linked In Share by Email

0 CommentsComment on Facebook

Asset Strategies
3 weeks ago
Asset Strategies
Want to be in the minority? Start planning and strategizing TODAY! Visit our website to schedule a meeting with one of our advisors.

Want to be in the minority? Start planning and strategizing TODAY! Visit our website to schedule a meeting with one of our advisors. ... See MoreSee Less

View Comments
  • Likes: 1
  • Comments: 0
  • Shares: 0
Share
Share on Facebook Share on Twitter Share on Linked In Share by Email

0 CommentsComment on Facebook

DAVE RAMSEY
SmartVestor Pros

For over 19 years, Asset Strategies has been helping Dave Ramsey fans with their investments.

LEARN MORE

We're Here to Answer Your Questions

Need to talk to someone right away? Call us at (402) 933–4642.

Asset Strategies

At Asset Strategies we believe in helping clients live financially free while building a legacy for generations to come. Our financial advisors have been proudly serving the needs of families in Omaha and Lincoln, Nebraska and the surrounding areas.
Facebook Twitter Linkedin

Useful Links

Home
Who We Are
What We Do
Dave Ramsey
Our Blog
Contact Us
Client Login
Privacy Policy

Contact Info

Omaha Office
Hours: Mon – Fri 8:30am – 5:00pm
14450 Meadows Blvd, Suite 1 Omaha, NE 68138 (402) 933–4642
Lincoln Office
Hours: Mon  12:00pm – 5:00pm 
Tues – Fri 8:30am – 5:00pm
5630 S 84th St, Suite 104 Lincoln, NE 68516 (402) 933–4642

Got Questions? We've Got Answers!

Asset Strategies' Anne Johnston
Asset Strategies' Anne Johnston
Hi, I’m Anne – Director of Operations here at Asset Strategies. We’re delighted you’re here. If you have any questions or need assistance, feel free to reach out – we’re here to help!
Call Us
Email Us
Get to Know Anne

Jump to: Background  |  Financial Philosophy  |  Personal Background

Background: Ryan was born and raised in Omaha, NE. He has led Dave Ramsey’s Financial Peace University since 2012 and attended Ramsey Solutions Financial Coach Master Training in 2016. Also, in 2016, Ryan started Nelson Financial Coaching to help clients improve their behavior with money. Ryan is an investment advisor representative and registered representative holding series 7 and 66 registrations with Western International Securities.

Financial Philosophy: Ryan believes in being a guide to help clients on their financial journey. Ryan enjoys teaching and encouraging others. He believes clients should only invest in something that they truly understand. “I want to listen and understand your story. I want to know why you want to invest your money and what your financial goals are. That way we can create a plan together.” Ryan believes that one size does not fit all. Each client is different and helping them create a plan is what drives him every day.

Personal Background: Ryan currently lives in Elkhorn, NE with his wife Courtney. They have 3 daughters Zoey, Harper, and Maggie. Ryan and Courtney enjoy leading FPU at their church. Ryan enjoys spending time with family, reading books, and cooking with friends.

Schedule Your Free, No-Obligation Zoom or Telephone Consultation

Schedule 10-15 minutes to learn a bit more about us here at Asset Strategies, understand our philosophy, and ask all of your financial questions. I hope that this introductory call will help you decide if we would be a good fit for you and your family.

Chat With Mandy
Chat with Mandy
Chat With Ryan
Chat with Ryan
Chat With Brian
Chat with Brian

Personal Background: Chrissie is a native of Nebraska, born and raised in Norfolk. She and her husband have 4 children, two boys and two girls. She loves to spend time with her family. Her favorite past time is cheering on the Huskers and her favorite hobby is running.

Personal Background: Mary is a native of Nebraska, born and raised in Wahoo. She and her husband have 3 children and 7 grandchildren. They thoroughly enjoy all of their antics and activities. In their “spare” time they also enjoy camping, golf, horseback riding, traveling and the Huskers.

Personal Background: Katherine is a native of Nebraska, born and raised in Aurora. After graduating from high school, she went on to study English at the University of Nebraska at Kearney. Katherine moved to Omaha in 2006 to be closer to family. In her spare time, Katherine enjoys spending time with family and friends, relaxing at her family’s farm, being outdoors, and is an avid fan of tennis.

Personal Background: Sarah is a native of Nebraska, born and raised in Omaha. She has come to accept the unpredictable weather Nebraska offers. Sarah loves spending time with her husband and three children, cheering for her favorite sports team (Huskers, Royals, Packers and Thunder), reading, cooking and being outdoors.

Personal Background: Anna was born and raised in Omaha, Nebraska. She recently received her Master’s Degree in Business Administration from the University of Nebraska at Omaha. In her spare time, Anna enjoys spending time with her family and playing the guitar.

Jump to: Background  |  Financial Philosophy  |  Personal Background 

Background: If you had asked Mandy what she wanted to be when she was growing up, she would have said she wanted to be a dancer like her mom.  She never would have imagined herself following in her father’s footsteps instead, pursuing a career in the field of business.  After being a stay-at-home mom for 12 years and having personal experiences with her own financial advisors, she realized that this was the path for her.

Mandy has been in the industry since 2016.  Her undergraduate work was completed at The Master’s College, and she later earned her MBA from Bellevue University. She is an investment advisor representative and registered representative holding series 7 and 66 registrations with Western International Securities.  Mandy is a licensed fiduciary.

Financial Philosophy: As the common saying goes, “most people don’t plan to fail, they simply fail to plan” and Mandy understands that the topic of money is not generally something folks want to talk about.  Addressing one’s financial situation, for a variety of reasons, oftentimes gets pushed to the back burner.

Mandy enjoys educating her clients – ensuring they understand their investments and how they work.  She is passionate about building relationships, answering questions, and guiding her clients along the way.  She steps back and looks at the big picture, outlining a path for her clients to follow that leads them to their goals.  She is very passionate about this process, treats her client portfolios with the care and commitment she would her own, and finds her job extremely rewarding.

Personal Background: Mandy was born and raised in Montana. She has since traveled the world and now resides in Nebraska with her husband and three boys. She enjoys exercising, finding adventures outdoors with her family, and a good glass of wine over conversation with a friend.

Jump to: Background  |  Financial Philosophy  |  Personal Background  |  Quote

Background: Chadd Hoeft began his career in 1999 and co-founded Asset Strategies in 2002. Because of his experience, integrity, and professionalism, Chadd has been helping Dave Ramsey and Ramsey Solutions fans with their investments for nearly 19 years. Chadd believes in the principles that Ramsey Solutions teaches and serves each client using those investment philosophies. Chadd is an investment advisor representative and registered representative holding series 6, 7, 63, & 66 registrations with Western International Securities.

Financial Philosophy: Chadd believes that the best approach in helping clients is to get to know them personally. “It is important to sit down with the prospective client and take time to learn who they are.” Chadd strives to understand their financial concerns to identify areas in which he can add value to their lives. The next step is to educate the client on the game plan that has been built. “It is the client’s money; they need to be educated on how their accounts are being invested.” Furthermore, Chadd’s goal is to serve his clients over the long-term. “Whether it is the accumulation phase or the distribution phase, we want to be here to help our clients make good decisions.”

Personal Background: Chadd was born in Grand Island, grew up in Omaha, and graduated from the University of Nebraska-Lincoln. His home is in Elkhorn with his wife Suzi, son Drew, daughter Campbell, and wheaten terrier, Wrigley. Chadd and his family’s Christian faith are very important to them. He happily serves on a couple of boards at their church. You’ll find Chadd spending time with family and friends and coaching Drew’s football, baseball, and basketball teams. He is an avid sports fan. If one of his favorite teams is playing, he will be watching with high interest.

"Success is peace of mind, which is a direct result of self-satisfaction in knowing you made the effort to do your best to become the best that you are capable of becoming."

John R. Wooden

Jump to: Background  |  Financial Philosophy  |  Personal Background  |  Quote

Background: Justin grew up on a farm ranch in Southwest Nebraska. Justin began his career as an advisor in 2000 and co-founded Asset Strategies in 2002. As an Investment Advisor Representative with Western International Securities, Justin has been helping Dave Ramsey and Ramsey Solutions fans with their investments for nearly 19 years because of his experience, integrity, and professionalism. Justin believes in sharing the same investment philosophies with his clients that Dave teaches on his program. He enjoys helping clients begin their journey to building wealth and helping clients manage the wealth they’ve already accumulated or inherited.

Financial Philosophy:

Justin tries to put himself in his client’s shoes when making recommendations. He values trusted and honest relationships, and that is the kind of advisor he wants to be for his clients. Additionally, Justin wants his clients to feel like they can come to him with all of their financial questions. “Whether it is about investing with us or making a personal financial decision outside of our company, I want my clients to feel comfortable talking to me about the decisions they are faced with.”

Justin is also knowledgeable and strives to educate his clients on the investing options they have. He does not believe “one size fits all”. “Each client has their own unique interests and situation, and I want to make sure my recommendations fit their individual goals.”

Personal Background: In his spare time, Justin enjoys coaching youth sports, reading, trips to the farm ranch, spending time with friends, and serving in his church. He lives in Plattsmouth, Nebraska with his wife Jenny, daughters Rachel and Ashleigh, and son Braden. Justin graduated from Hastings College with degrees in Business Administration and Economics. He is an investment advisor representative and registered representative and holds series 6, 7, 63 & 66 registrations.

"It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat."

Theodore Roosevelt
Skip to content