Individual Planning Services


You want to be ready for what comes next in your life. Whether you’re close to retirement or just starting out, we can help with a financial strategy that’s tailored to fit your needs right now and going forward. 


Retirement Planning

Retirement Income
Medicare Planning/Supplement


Risk Management

Life Insurance
Disability Insurance 


Asset Management

Education Planning
Wealth Accumulation
Income Distribution


Tax Management Planning



If you would like to have a detailed discussion with Jill about any of these topics, please give us a call at

(402) 932-4294 or you can use our online schedueling link HERE to view her availability. Contact Us