We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Investment Advisor Representative
Bill Misko began his financial career after 25 years as a successful entrepreneur in central Nebraska. A native of Ord, Bill owned and managed many small businesses in Ord, Kearney and Grand Island, some of which he still owns. In 2003...
Registered Sales Assistant
Director of Client Services