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Omaha Financial Planners

Omaha financial planners will provide their clients with a plan which could also be called a written road map. This plan, when followed, will take you from where you are in your finances today to where you would like to be in your future. This plan devised by you and your Omaha financial planner will show the gaps in your finances and give you options to fill in those gaps.

An Omaha financial planner will make out a plan that is custom made just for you. Your planners will take into account your income and expenses and offer solutions that will help with parenthood, buying a house and retirement planning.

Your Financial Objectives and Concerns

Omaha financial planners devise plans that start with you. Your planners will devise a plan that is all about your goals, your worries and where you want to be in your financial future.

An Omaha financial planner will consider where you are financially right now. They will look at your current position and analyze your income, debts and expenses. Omaha financial planners will look at your assets and any investments that you currently have in each of the three taxable pockets; taxed now, tax deferred and tax efficient. As we have all heard, it is more about the money you keep than the money you make.

Scrutinize Your Current Financial Situation

For your Omaha planner to map out your Nebraska financial picture you will have to present them with accurate information about your Omaha finances now. You will need to bring them paperwork showing them everything. Your Nebraska income, debts, taxes, expenses, assets, investments and any employer provided benefits that you currently have.
For the planners to be accurate, you must be totally honest with them. While at times it can be difficult to be honest about your finances, with your planners it must be done. 

What Your Plan Should Address

The plan devised by Omaha planners should contain information about, and advise you in, the following areas. How you can build wealth in Omaha with investments and possibly real estate. How you are to protect your Nebraska wealth with a 401k, traditional IRAs, Roth IRAs and how best to utilize various tax shelters.

Your Omaha financial planners should also include in your plan information about distributing your wealth with trusts and tax free gifts. Finally your planners should advise you about estate planning and transferring your wealth in the best way for you and your heirs.

Building and Protecting Wealth

In today's environment, building wealth in Nebraska isn't enough. You must build wealth in such a way that the government doesn't take a bigger portion of that wealth than you need to give. Always think about tax implications with every decision that you make. Omaha planners can advise you in the best ways to shelter your assets from the government.

Anyone who consults with planners has concerns about protecting their assets. They don't want to leave their NE family unprotected in the case of unexpected illness or death. In devising a plan, your planners will look at any exposures you might have and mitigate the risk to protect you and your loved ones.

Distributing and Transferring Your Wealth

Many clients of financial planners are shocked when the time comes to remove money from their investments during retirement. They don't realize that the money that has gone into their accounts for all these years hasn't been taxed. When they remove the money, all of a sudden they are hit with large taxes on the capital gains that their investments have made. A complete financial plan will show you how to remove money from tax deferred plans in such a way as to minimize taxes.

We all want to protect our families and take care of our heirs or charitable institution. Your Omaha financial planner will include in your plan information that will provide the best ways to transfer your estate after your death. Without proper planning in NE, estate taxes could consume close to fifty percent of your assets when they are left to your loved ones. Just as you have worked hard to protect as many of your assets as you can from the government while you are alive, you must to the same after your death.

What Should You Do

Contact one of the reliable Omaha planners today to make an appointment to sit down and begin the process of making a plan that will protect your future. This is a necessary step in ensuring your prosperity.

Although some of your discussions with your Omaha financial planner may be difficult and even embarrassing, without those discussions you will not be able to accomplish your dreams for the future. These discussions will enable you to live for years on what you are putting aside now.

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Financial Planners in Omaha

Phil Wood APMA®, CRPC®, AIF®
Phil Wood APMA®, CRPC®, AIF®
Offices located at Omaha, Fremont and Lincoln

11819 Miracle Hills Drive, Suite 101
Omaha, NE 68154

Christopher Ziola
Christopher Ziola
541 North 155th Plaza
Omaha, NE 68154

Justin Anderson
Justin Anderson
17330 Wright Street
Suite 205
Omaha, NE 68130

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.