The mission of Omaha Advisors is the efficient and effective stewardship of financial resources. Technology allows us to achieve that goal by giving us the ability to illustrate the ramifications of different financial strategies and directions. We have invested heavily in various technological tools to promote clear illustration and helpful communication.
Some of the technology we employ includes:
- Social Security Analyzer – Provides a detailed report to facilitate the maximum claiming option as it relates to your personal situation and family structure.
- Zephyr – Provides a third‐party comparison report of money managers, mutual funds, stocks, bonds, and other investments allowing us to strategically evaluate return history.
- Riskalyze–allows us to quantify a risk number based on a client risk profile. This technology allows us to measure your risk tolerance against your current portfolio
- TD Ameritrade Custodial Services – Provides tools and resources allowing clients to manage the details of their portfolio with ease.