The Lincoln and Central Nebraska team includes financial advisors who are committed to placing clients first. The relationship begins with understanding your financial needs and tailoring a financial plan to address your specific goals. Our advisors then work to pair products and services to help you reach those goals.

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The Retirement Income Factor

How much money will you bring to retirement?

 

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Calculators

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Car Affordability

    How much can you afford to pay for a car?

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.