Equitable Advisors

Life is complicated, planning doesnt have to be. We take the time to get to know you and understand your situation, your goals and aspirations, as well as what could get in the way of all thats happening. We then take this valuable personal information, along with our 200 years of collective experience in helping clients identify their issues and opportunities, and create a plan that is specifically for you. Your plan might include assistance in the following areas: Investments Taxable, tax-free and tax-qualified Insurance Life, Long Term Care, Disability and Health Tax Planning Strategy and Design Estate Planning Strategy and Design Lets begin your Journey today!

Egermier Wealth Management Group is an independent comprehensive financial services firm based in Omaha, NE. With a team of experienced CERTIFIED FINANCIAL PLANNER professionals, they offer individualized strategies to help clients identify and work towards their financial goals. Their services include investment management, wealth planning, retirement income planning, risk management, estate planning, college savings planning, and business planning. As accountable stewards of their clients' capital, Egermier Wealth Management Group takes the time to evaluate each client's financial picture and goals, providing a professional and objective approach free from sales quotas and proprietary products. Their objective is to ensure clients have a clear understanding of their financial path and help them build wealth, live their lives, and transition into retirement. Trust is at the core of their business, and they strive to offer individualized strategies to meet each client's needs.Generated from the website

Harrison Financial Services is a highly regarded financial planning and wealth management firm based in Omaha, NE. With a team of expert advisors, they offer a comprehensive range of services including risk management solutions, investment strategies, retirement planning, and business planning. Committed to helping families build a better life, legacy, and community, Harrison Financial Services provides personalized and tailored solutions to help clients achieve their financial goals. As nationally recognized thought leaders in the industry, Harrison Financial Services has been featured on prestigious lists such as Forbes Best-in-State Wealth Advisors and Barron's Top Financial Advisors. With a purpose-driven approach and an insatiable appetite for knowledge and continuous improvement, their team is dedicated to making a positive impact on the lives of the people they serve. Whether it's multi-generational education, planning, or engagement, Harrison Financial Services strives to provide exceptional service to every family and client they work with.Generated from the website