Clients come to us for guidance on changes throughout their lives. We start our relationships by taking the time to listen.  From there we guide our clients in developing a custom financial plan that optimally serves their needs and wants. Since 1983, we've specialized in reviewing financial plans for pre-retirees, especially business owners, educational professionals, and those in the medical field. Our expertise in these areas has allowed us to provide unique insights in building out our custom financial plans. Whether you've worked with Financial Planner before or have had success doing it yourself, we provide simple, customized advice tailored to you.

Cetera Investors
1121 N 102nd CT
Suite 202
Omaha, NE 68114

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services, LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC.

OWM, Inc.

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OWM, Inc.

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