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.

Name(Required)
Preferred Contact Method
Address(Required)
What can we help you with? (Check all that apply)(Required)

Schedule Your Free, No-Obligation 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 Update: Your Account Access Has Transitioned

If you were previously logging in through Wealthscape Investor, you can now access your accounts through LPL Financial’s Account View.

(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.)

If your account balance appears incorrect or if some information seems incomplete, please don’t be concerned – this can occur temporarily during the final stages of the conversion process. We’re actively working to complete the updates, and full accuracy will be restored soon.

We’ve sent detailed, step-by-step instructions to your email to help you navigate your new online account access.

As always, we’re here to help. If you have any questions or need assistance, please don’t hesitate to give us a call.

Skip to content