Here Are a Few Things You Should Know About Us
We don’t work on Wall Street or wear expensive suits. We’re not stuffy, pushy or persistent. We are just here to help make life easier for you so you can focus on the things that matter most!
Independent
We believe working with a financial planner doesn’t mean you should lose the right to manage your money your way. If you have a preferred asset custodian, insurance provider or tax professional, we encourage you to continue using who you’re comfortable with. And if you’re looking for a change in providers or professionals, we’re happy to help.
Fee-Only
Simply put, a fee-only advisor works for you and only you. There’s no big corporation holding us up or holding us back. It’s just us, you and your finances. And that’s how we prefer it. We don’t make money by swaying you toward one service provider or another. We make it by developing a holistic financial plan you can use to reach your financial goals.
Fiduciary
As fiduciaries, we’re here to advocate for your financial future. While we develop plans, solutions and strategies, you can have the peace of mind that we’re acting only in your best interest.
Professional
Our founder, Matt Buckwalter, is a CERTIFIED FINANCIAL PLANNER™ professional. But why is that important for you to know? Because Matt is held to the CFP® Board of Standards, which contains one of the highest levels of ethical standards in the industry.
We Believe In Simply More Life!
We partner with professionals in and from Nebraska to help them achieve their long-term retirement goals through a simplified and focused process of personal financial planning. We understand that in a world filled with distractions and cultural pressures, it’s crucial to cut through the noise and prioritize the most important strategies. By being consistent in our approach, maintaining unwavering commitment, and providing tailored guidance, we ensure individuals stay focused on their essential priorities. Our approach allows them to experience what we term 'simply more life' – a life enriched with more time and freedom to dedicate to the things that matter most, whether it's family, travel, hobbies, or other fulfilling endeavors.