We're Here to Answer Your Questions

Now that we’ve told you about our family, we want to know more about yours. Fill out the form below and tell us a bit about your circumstances and how we can help you meet your needs.

Have questions? Schedule your complimentary, no-obligation 15-minute phone consultation with one of our financial advisors and we will be happy to answer them. If you need to talk to someone right away, please call us at (402) 933–4642. between the hours of 8:30am and 5:00pm Monday through Friday. We have offices in Omaha and Lincoln, NE.

Don’t forget to check out our office tour so that you will know what to expect at your first in-office appointment.

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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.

Important Notice: Upcoming Conversion to LPL Financial

Please be aware that from Saturday, June 7th, through Monday, June 9th, online access to your accounts will be temporarily unavailable while the conversion is in progress.

On the evening of Monday, June 9th, we will send detailed, step-by-step instructions via email to help you gain online access to your accounts at LPL Financial.

If you have accounts held directly with a mutual fund company, you may still access those accounts directly through the fund company’s website using your existing login credentials.

We’re here to support you. If you have any questions or need assistance during this transition, please don’t hesitate to give us a call.

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