(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

9 Signs You Are Not Financially OK to Retire

And one other reason to keep working Being ready to retire means more than being ready to stop waking up at 6:00 a.m. to put in long hours at a job you're not thrilled about. If it were that simple, most of us would retire at 25. What it really takes to retire is a...

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IRA Blog

10 THINGS YOU MUST KNOW BEFORE CONVERTING IN 2020

By Sarah Brenner, JD Director of Retirement Education The clock is ticking if you are considering converting your Traditional IRA to a Roth IRA in 2020. More IRA owners are making this move this year as historically low tax rates and COVID-related income losses have...

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CAUTION: FOUR TAX BREAK DEADLINES RAPIDLY APPROACHING

By Ian Berger, JD IRA Analyst Thanksgiving is behind us, and the end of the year will be here soon. (Many of us are truly thankful for that!)  This is a good time to remind you of certain tax breaks that will expire before we turn over the calendar to 2021. Many of...

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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.