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How People Growing Wealth Omaha NE

For most people in Omaha, wealth does not come in a windfall but instead gathers gradually as a result of years of hard work and diligence. Here is an article to show readers how to sow the seeds of savings and reap a great harvest by relying on a disciplined approach.

Michael Karstens
Karstens Investment Counsel, Inc.
(402) 492-2727
10250 Regency Circle, Suite 100
Omaha, NE
Expertises
Advising Medical Professionals, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, AIFA, BS, CFP®

Keith Smith
K.P. Smith Asset Management
(402) 392-0509
9910 N. 48th Street Suite 112
Omaha, NE
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Estate & Generational Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Mr. Michael L Schudel, CFP®
(402) 499-5921
9300 Underwood Ave Ste 500
Omaha, NE
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Mark A. Schneider, CFP®
(402) 343-2886
725 N 98th St
Omaha, NE
Firm
Charles Schwab & Co., Inc.
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Timothy J. Harrison, CFP®
(402) 891-2302
9300 Underwood Ave
Omaha, NE
Firm
Harrison Financial Services
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided by:
Jason Hiley
Karstens Investment Counsel, Inc.
(402) 492-2727
10250 Regency Circle, Suite 100
Omaha, NE
Expertises
Women's Financial Planning Issues, Advising Medical Professionals, College/Education Planning, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. John T. Clark, CFP®
(402) 390-8264
9300 Underwood Ave Ste 500
Omaha, NE
Firm
Northwestern Mutual Financial Network
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Ms. Carol A. Anderson, CFP®
(402) 397-5440
9900 Nicholas St Ste 360
Omaha, NE
Firm
Curnes Financial Group

Data Provided by:
Mr. Joseph E Elsasser, CFP®
(402) 343-3654
8420 W Dodge Rd
Omaha, NE
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Investment Management, Investment Planning, Life Transitions, Planning for Couples, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Michael D. Sufficool, CFP®
(402) 397-2112
1111 N. 102nd Court, #100
Omaha, NE
Firm
AXA Advisors

Data Provided by:
Data Provided by:

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