Our Services
Decades of Experience
We offer a wide-range of services including Financial Planning, Investment Management, Insurance (Life, Disability, and Long Term Care), Employer Sponsored Benefits, and Estate Planning. Each service we provide is offered individually or we can make a plan to efficiently incorporate each of these services to best fit your financial goals.
Our purpose is to simplify the process of reaching your goals by guiding you in effective financial planning. We accomplish this through decades of experience among our advisors and staying current on new developments in the field of financial management.
Financial Planning
The Path to Success
We provide personalized financial advice to individuals and families.
Our advisors design flexible financial plans to grow your personal wealth and reduce your financial risks. We have helped hundreds of families to create retirement income plans, assisted with social security planning, investment management, child and self education planning, and risk management through use of life, disability, and long-term care insurance.
Our goal is to maximize your wealth, its enjoyment and its ultimate distribution.
Investment Management
Designed for You
Our investment philosophy is designed to outperform markets, not outguess them. We execute our strategies by applying decades of academic research to practical investing for our clients while keeping costs low. We offer a full range of equity, fixed income, real estate and alternative investment strategies.
We provide investment advice on Traditional IRAs, Roth IRAs, 529 Plans, Non-Retirement Accounts, Trust Accounts, 1031 Exchanges, and 401(k) Rollovers.
Insurance
Prepare For The Unexpected
We face varying risks throughout our lifetime and can utilize insurance to reduce or eliminate this risk for our families.
Life Insurance
Life insurance is a financial safety net for personal and business planning. First we listen to you, then we design the best coverage at the right price to meet your objectives.
Disability Insurance
Protecting your income is an essential step in financial planning. We tailor plans to fit your circumstances when you are unable to work due to an accident or sickness.
Long Term Care Insurance (LTC)
Long term care insurance protects your net worth. We set up our first LTC plan in 1987 and we have paid many claims since. We believe you deserve to be educated, not sold. We also believe not everyone should buy this product. We will help you understand what is right for you!
Employer Sponsored Benefits
Expert Guidance
We help business owners to design effective and affordable benefits for themselves and their employees.
We have advised hundreds of plan sponsors on designing, educating, and implementing their Employer Sponsored Retirement Plan including, 401(k) Plans, SEP IRAs, SIMPLE IRAs, Cash Balance Pension Plan, and Deferred Compensation Plans.
We also assist small and mid-sized businesses on providing group benefits to their employees, including Group Life Insurance, Group Disability Insurance, Group Health Insurance, Key Person Life Insurance, and Life Insurance to fund Buy/Sell agreements.
Estate Planning
Manage your Legacy
We have helped hundreds of clients plan their estate. Whether your net worth is $50,000 or $50 million, everyone needs to plan how their assets will transition to their heirs and beneficiaries.
We are team players and will collaborate well with all of your advisors. Estate planning laws and regulations are constantly changing; contact us and let us work with you and your team.
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ASK ANY QUESTIONS, WE WILL GIVE YOU CLEAR ANSWERS.
11620 Arbor St. Suite 201 Omaha, NE 68144 | OFFICE: 402-963-0200 | FAX: 402-763-8990 | Contact Us
Our newest Partner here at NMII, as of January 2022, is more than his title of Partner, Wealth Advisor, and Retirement Plan Specialist. He is more than his designations, CFP® and CPFA©.
He is a girl dad, a husband, a friend, and a woodworker. His professional background, inspirations in life, and most importantly his family and friends have made him the man we want you to get to know better.