Proudly Serving Nebraska Families and Businesses
Lincoln
Buckingham Strategic Wealth’s Lincoln team takes time to build relationships with clients to understand their specific situations, goals and dreams in order to offer thorough and objective fee-only financial advice. Our experienced advisors provide clients with the education and insight that helps them make sound financial decisions for themselves and their loved ones, safeguarding the future for generations to come.
Our team has been serving the Lincoln area since 2004, previously as Executive Wealth Management before joining Buckingham in 2017. Today, we collaborate with other industry specialists at Buckingham to ensure we cover every aspect of our clients’ complex financial needs through a comprehensive, customized wealth management strategy. Our goal is to give our clients peace of mind by crafting a plan that attends to every aspect of their financial lives.
Our Services
- Wealth Management
- Portfolio Design
- Retirement Planning
- Investment Analysis
- College Savings Plans
- Social Security Optimization Strategies
- Estate Planning
- Tax-Efficient Strategies
- Fixed Income Portfolio Creation
- Wealth Transfer
- Multigenerational Coordination
- Insurance Analysis
- Charitable Gift Planning
- Coordination with Other Consultants (CPA, Attorney)
