Omaha - 12829 W Dodge Rd

Proudly Serving Omaha

Omaha - 12829 W Dodge Rd

12829 W Dodge Rd
Suite 202
Omaha, NE 68154


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Life isn't linear. Your plan shouldn't be, either.

Enjoy some of our latest resources

  • July 01, 2025

    How to Think About Investment Risk

    Investors often talk about managing risk, but rarely stop to ask: the risk of what? In this video, Focus Partners’ Jason Blackwell breaks down two key types to consider: absolute risk and relative risk.

    Watch the video
  • June 30, 2025

    5 Steps to Creating a Less Taxing Retirement

    Retirement is an exciting chapter that should be filled with new adventures—not spent stressing over taxes. In this webinar, Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.

    Watch the video
  • June 24, 2025

    Two-Minute Market Focus

    In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, discusses initial market implications for U.S. involvement in Iran, and explores correction and recession indicators.

    Listen to the podcast