We’ve had some big changes at Asset Strategies, as we continue to grow and build to serve you better. We have two new affiliated companies, and a new office location!

Asset Strategies Tax & Accounting

One of the most consistent requests we’ve heard from clients is for help with taxes. Not just tax strategy, but for help with filing annual returns.

That’s why in January, we launched Asset Strategies Tax & Accounting, headed by Joleen Kastens. Joleen is a tax preparer with over 16 years’ experience, and over 20 years’ experience as an Asset Strategies client.

Joleen is available by appointment in both the Omaha and Lincoln Asset Strategies offices. She is accepting a limited number of new clients for 2025 tax returns, with preference given to current Asset Strategies clients.

Through Asset Strategies Tax & Accounting, Joleen and her team are also available for ongoing business bookkeeping and accounting services. Plus, she will be lending her expertise to all Asset Strategies advisors as a tax strategy consultant for clients, for long-term tax planning as part of your financial plan.

To reach the Asset Strategies Tax & Accounting team, you can email [email protected] or call their direct line at (402) 256-1099.

Asset Strategies Insurance

Another critical aspect of your financial plan is how you manage risk. Not just investment risk. The other risks life can throw at you.

This is why insurance is a critical part of your financial plan.

To help, we’ve also just launched Asset Strategies Insurance, an independent insurance agency designed to help find the best rates and coverage from many of America’s top insurance companies.

Our lead insurance agent, Kaleb Smith, is currently able to help you shop for term life as well as personal and commercial property and casualty insurance.

To reach Asset Strategies Insurance, you can email [email protected] or call the direct line at (402) 506-9076.

New (Temporary!) Office Location in Lincoln

With all this new growth, we outgrew our previous Lincoln office. So in January, we moved a bit up the road, to 4444 S. 86^th Street, Suite 102. We’re right off 84^th & Pioneers, just a couple minutes north of our previous Lincoln office.

This will be our Lincoln office throughout most of 2026.

We do have a larger and more permanent Lincoln office in the works as well. So expect another moving announcement later this year. But until then, we look forward to welcoming you in!