We specialize in concierge financial planning for our advisory clients. This allows our planning clients unlimited access to us via call, text, or email, along with quarterly proactive contacts and a minimum of an annual strategy session. Our team of investment professionals provide active monitoring and implementation of a low cost investment portfolio, and a consistently monitored and evolving personalized financial plan that encompasses the entirety of your financial life.


Keith Peterson, CFP®, RICP®  Vice President, Financial Advisor
CERTIFIED FINANCIAL PLANNER™ Professional
Retirement Income Certified Professional®

CALL or TEXT: (402) 437-1035

115 Canopy Street, Suite 400  |  Lincoln, NE 68508  |  (402) 437-1035