Financial Guidance You Need Without the Pressure You Don’t
Our Nebraska-based team provides the trusted guidance, clear answers, and peace of mind you need to navigate retirement and business transitions confidently. With true partnership every step of the way.
We Do Our Best Work With:
Pre-Retirees & Retirees
Focused on retirement and want clarity and guidance on your next steps
Business Owners
Planning your exit in the next 5 years
Daniel Stous is Quoted in Nerdwallet: “Is Chasing the Highest Savings Rate Worth It?”
Daniel Stous is Quoted on BankRate.com: “What goes wrong most often at banks, according to consumer complaints filed at CFPB
Michael Johnson is Quoted on The Huffington Post – 6 College Savings Tips For Parents Who Are Getting A Late Start
Why Clients Choose Flagstone
Our clients are diligent savers and successful business owners who’ve built meaningful wealth through decades of hard work and wise habits. Now they want to navigate what’s next with confidence — not pressure, not product pushing, just genuine partnership.
If you’re looking for:
An advisor who listens first
We build trust by understanding what you want and adapting to your style, whether you want to move slowly or are interested in detailed, analytical scenario planning.
Comprehensive planning that actually gets done
We don’t just hand you a binder. We work alongside you and your professional team to tackle what’s important – retirement income, tax strategies, legacy planning – so you stop saying “I’ll get to that next year”.
Personal relationships supported by operational excellence
You get genuine care about your life beyond the numbers, plus a team that helps ensure nothing slips through the cracks, and you know what’s next.
We might be a fit for you.
Case Studies
What Our Clients Say
The reviews displayed above were submitted via Google Reviews, an independent third-party platform not affiliated with Flagstone Financial Management. The reviewers were clients of the firm at the time their review was submitted and may or may not remain clients today. No compensation, direct or indirect, was provided in exchange for these reviews. Flagstone did not edit or alter the content of any review. Past experiences described by reviewers are not necessarily indicative of future results, and individual client experiences may vary.
What Our Clients Value Most
Trust Built Through Listening
We start by understanding what matters to you: what you want for the future, what keeps you up at night, what success looks like, and how you think about risk. Then we adapt to what you want. If you’re conservative, we take it slow. If you’re analytical, we go deep. We don’t take a one-size-fits-all approach to our client relationships.
Comprehensive Planning That Actually Gets Done
You get real planning that doesn’t sit on a shelf. We work alongside you step by step – coordinating with your CPA and attorney, tackling retirement income, proactive tax strategies, and legacy decisions – so you can finally stop worrying about whether you’re missing something important.
Personal Relationships + Operational Excellence
You get genuine care about your life beyond the numbers, backed by a team that ensures your questions get answered promptly, and things don’t slip through the cracks. Relationships that feel personal, with service that shows we take your trust seriously.
Who We Serve
Pre-Retirees & Retirees
You’re 50+ and Approaching (or in) Retirement
You’ve spent decades working hard and saving wisely, and you’ve built meaningful wealth through discipline and smart choices.
You’re thinking about your next phase of life. But you have questions…
- When can I realistically retire?
- Can I afford my current lifestyle in retirement?
- How do I replace my paycheck when I retire?
- What about taxes, Social Security timing, and Medicare?
- How do I leave a legacy without being a burden to my kids… or spoiling them?
Ready for answers? We’ll help you gain clarity on your timeline, build confidence in your decisions, and give you a partner you can rely on now and through retirement.
Business Owners
You’re a Successful Business Owner Thinking About a Future Exit
You’ve built something meaningful: a business generating $1M+ in revenue with an impact that’s bigger than you.
You’re starting to think about what comes next. But you have questions…
- What's my business actually worth in today's market?
- How do I structure the transition on my terms - not someone else's?
- Will I have enough after I sell to retire comfortably?
- How do I avoid being blindsided by issues I don't even know to ask about?
- How do I take care of my team and clients?
Ready for answers? We’ll help you understand your actual business value, structure your exit strategically, and help ensure you’ll be financially secure – whether you’re 5 years or 5 months away.
Our Approach to Financial Advice is Built on GRIT
Growth
We’re always looking to grow. Not just your portfolio, but also our team, our capabilities, and our capacity to serve you better over time. A thriving firm means better outcomes for everyone.
Relationships
Relationships are the foundation of everything we do. Your success is personal to us. We want to know what’s happening in your life, not just your accounts.
Integrity
We’re legally bound to act as fiduciaries, but we’d do it anyway. That means honest conversations (even when it’s uncomfortable), transparent recommendations, and putting your interests first.
Teamwork
You don’t just get one advisor. You get a team with complementary strengths, matched to what you actually need. We call it “unique abilities:” everyone working in their zone of genius to serve you.
Whether you’re approaching retirement or planning your business exit, we’re here to work alongside you.
Ready to Start a Conversation?
We start by listening – really listening – to understand what you want, what keeps you up at night, what success looks like, and how you think.
No pressure or pitch. Just a mutual conversation about whether working together makes sense.