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.