Laurie Stuhr

402-363-7434

Financial Advisor-York

Kelsey Pieper

402-363-7436

Investment Rep-York

Todd Kramer

402-395-2151

Investment Rep-Albion

 

Mutual Fund Investments
      Individual Equities
Fixed Income Securities
      Financial Planning

 

  Traditional Business Products/Services 
    Variable and Fixed Annuity Products
       Professional Money Management
       Small Business Retirement Plans             

                                                                                                                      

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Succession Planning and Life Insurance

How to help survivors from being forced to liquidate the business, sell assets, or borrow money to pay taxes and fees.

HOT TOPIC: Jobs Are Back, But Is It Too Soon to Celebrate?

Understanding the current jobs situation and how it may affect the economy in the coming months.

When You Can’t Speak for Yourself

Having proper legal documents in place can help when you are unable to make your own medical and financial decisions.

When Adult Children Need Financial Help

Ideas for parents to consider when their adult children ask for financial help.

More Newsletters →