1055 North 115th Street, Suite 204, Omaha, NE 68154

(402) 397-5033
Jeff@JeffIngraham.com
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BUILDING BETTER RETIREMENT 

 one client at a time

MEDICARE & SOCIAL SECURITY

planning for your needs

FOCUSING ON WHAT MATTERS

for your future

Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

Plan

Individualized strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

Hi, I'm Jeff

Hi, I'm Jeff

After helping people retire well for over 20 years, Jeff is in touch with the matters that most concern you and your friends. He works to equip individuals to allocate and multiply resources while balancing risks wisely.

Jeff specializes in preparing his clients for life after retirement and addresses concerns such as protecting and managing retirement assets, the risk factors involved in today’s market, healthcare needs and creating personalized strategies for estate maximization.

Ready to get started? We are ready to help.

Contact Us

As featured in

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn More
Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
Learn More
Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Learn More

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
Learn More

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn More

Meet Our Team

Christina Ingraham

Christina Ingraham

Operations Manager

Jeff Ingraham

Jeff Ingraham

President and CEO

Robin Lund

Robin Lund

Executive Assistant

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Questions? Comments?

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