Our firm has a number of very valuable business relationships that allow us to provide comprehensive planning services. Some of our key relationships are below.
Charles Schwab is the custodian for client assets managed through our Registered Investment Advisory (RIA).
Miller-McCoy Law is a local estate planning firm here in Omaha. Michelle Miller-McCoy is a very down-to-earth attorney with a very comfortable approach to working with clients. We value her help with our clients' estate planning & special needs planning requirements.
Chris Batliner, owner of Anchor Insurance Agencies, has become a go-to resource for helping our clients with Medicare enrollment and supplement decisions.
Lisa Moore has helped many of our clients who've retired before 65 get health insurance to bridge the gap to Medicare. A true expert in her field.
Brokers Clearing House is an insurance brokerage firm in Iowa. We work with BCH to search the insurance marketplace (Life, Disability, & LTC) for the best options and to help negotiate underwriting for our clients' risk management needs.