What We Do

Portfolio Management

Your asset portfolio, regardless of its size or contents, is vital to your financial success. And we know everyone’s individual portfolio has unique goals. We’re ready to work with you, whether you are most interested in asset protection or asset accumulation, to develop a strategy and plan that meets your individual needs.

Retirement and Rollover Planning

A secure retirement begins with a well-thought-out plan. Our advisors will help you create realistic yet achievable goals based on the level of assets needed to maintain financial well-being and your desired standard of living.  We can also help with IRA rollovers from old employers to help ensure consolidation, control and increased investment flexibility. 

Retirement Income Planning

Americans are spending more years in retirement than in the past.  The challenge is to create an inflation-adjusted income that spans these additional years.  By taking into account any social security, pensions, 401ks or other investment accounts, our advisors will help you create a realistic retirement income plan to help ensure that your income lasts as long as your retirement.

Estate & Tax Planning Partnerships

A specialized team of professionals is needed to ensure all aspects of your financial life are covered. We will work with your estate and tax planner/CPAs to help design, implement, and monitor your holistic financial plan. If needed, we can also connect you with one of our trusted partners to make sure you receive the counsel and service you deserve.  

Small Business Retirement Plan Management

We’ll take care of your retirement plan so you can focus on running your business. No matter the structure of your operation, we can put together a plan to fit your needs.  We have experience working with several types of accounts, including 401K plans, and can help with everything from choosing your investments to selecting other service providers, so goals for your business and your retirement are achieved.

Financial Education
Financial education is central to our firm’s mission and philosophy. That’s why we have empowered our clients through financial education services for over 30 years.  In 2008, Roland Manarin authored a book called Manarin on Money and the firm hosts monthly investment classes. Advisors offer insights and opinions on financial and investment issues on the weekly radio show, It’s Your Money, broadcast on Omaha’s KFAB, as well as via regular blog posts on

It’s easy to get started. We offer all the help you need to set up and manage your plan. Contact us to get started.

"Do notvalue money for any more nor any less than its worth; it is a good servant but a bad master." - Alexander Dumas