(402) 397-5033 Jeff@omahaadvisors.com

PLAN FOR YOUR FUTURE.

LIVE YOUR LIFE NOW.

Take your future into your hands by speaking to us now. (Tomorrow Begins Today)

WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.

We love helping our community make informed financial decisions about the days ahead.

WE WILL CONTINUE TO KEEP YOU IN THE FINANCIAL KNOW

By keeping you updated on the latest financial and insurance news!

YOUR FINANCIAL SECURITY IS OUR BUSINESS

We strive to serve our clients during the financial planning process through deep and
meaningful relationships that last for generations.

A Few Words About Us

 

Led by Jeff Ingraham, Omaha Advisors prepares clients for their fiscal needs by focusing on asset management, income distribution and risk management.

The possession of wealth is an exceptional opportunity and responsibility. At Omaha Advisors our mission is to guide clients toward the effective and efficient stewardship of their financial resources. Our goal is to assist clients in defining their priorities and implementing a progress‐to‐plan approach to achieve financial goals and objectives, not just an investment return. 

We understand that individuals face unique challenges as they prepare for retirement. We want clients to remain focused on their big picture while we focus on the details of helping them achieve financial goals in life.

 

Financial Services

Our primary goal is keeping our clients’ money safe from volatile and risky investments.

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Insurance Services

Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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Workshop Schedule

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Educational Videos

Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services

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Weekly Newsletter

My Retirement Plan Is You

Americans without retirement savings are increasingly moving in with their millennial children. Sian-Pierre Regis, 35, is used to living with roommates. For the past 10 years, he has split the rent on his apartment in the Chelsea neighborhood of Manhattan with two (in...

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IRA Blog

TOP 12 RMD WAIVER QUESTIONS

By Andy Ives, CFP®, AIF® IRA Analyst As we have written on many occasions, the “Coronavirus Aid, Relief, and Economic Security Act” (CARES Act) waives required minimum distributions (RMDs) for 2020. This waiver applies to company savings plans and IRAs, including both...

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A ROUNDUP OF RECENT DOL AND IRS RETIREMENT PLAN GUIDANCE

By Ian Beger, JD IRA Analyst There’s been a flurry of recent government regulation of company retirement plans. Here’s a quick summary: Electronic Disclosure of Retirement Plan Documents On May 27, 2020, the Department of Labor published a final regulation making it...

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Our Mission

Omaha Advisors sole focus is on serving pre-retirees and retirees. Our mission is to guide our clients toward effective and efficient stewardship of their financial resources, so they can pursue their lifelong aspirations.