Jones, Lance C

Wealth Management & Trust Services, located in the heart of Omaha, NE, provides expert financial planning and investment management to help clients achieve their financial goals. With a focus on personalized service and strategic investment solutions, their team of experienced professionals guides individuals and families through the complexities of wealth management, ensuring peace of mind for the future. Generated from this place's information

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!