Financial Complications in Remarriages Lincoln NE

Estate planning should be another priority for couples entering into a second marriage in Lincoln, particularly when children from previous marriages are involved. The reason: If something should happen to either or both of them, they will want to make sure that their children's needs will be taken care of. To that end, they should begin to think about selecting guardians who would care for their children until they reach adulthood.

Ms. Holly R. Heyen, CFP®
(402) 465-3826
6940 O Street
Lincoln, NE
Firm
RBC Wealth Management

Data Provided by:
Dale E. Roehrs, CFP®
(402) 466-3400
6940 O St
Lincoln, NE
Firm
Executive Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Mr. Robert J Rossi, CFP®
(402) 489-9375
211 S 84th St Ste 110
Lincoln, NE
Firm
Rossi Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided by:
Ms. Diane E. Rolfsmeyer, CFP®
(402) 435-7211
3744 Woods Ave
Lincoln, NE
Firm
Diane E Rolfsmeyer, CFP

Data Provided by:
Mr. Jeffrey W. Smalley, CFP®
(402) 467-6916
5900 O St
Lincoln, NE
Firm
Ameritas Investment Corp

Data Provided by:
Mr. Loren J. Kampschnieder, CFP®
(402) 484-7538
1001 S 70th St Ste 102
Lincoln, NE
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care

Data Provided by:
Ms. Phyllis E. Webb, CFP®
(402) 484-7526
1001 S 70th St
Lincoln, NE
Firm
Waddell & Reed, Inc.
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Long-Term Care

Data Provided by:
Michael Collins
6600 O Street
Lincoln, NE
Service
Wealth Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Disability Insurance,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Annuities,Alternative Asset Class Planning,Investme

Data Provided by:
Mr. Gerard R. Finnegan Jr., CFP®
(402) 477-3739
1201 O St
Lincoln, NE
Firm
Gerry Finnegan, CFP(R)
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Mr. Robert B. Lau, CFP®
(402) 420-8500
1248 O St Ste 890
Lincoln, NE
Firm
D. A. Davidson & Co
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
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