financial planning
Build your unique financial path with our dedicated experts.
investment management
From beginners to experienced investors, we are your strategic, optimistic, straightforward investment guide.
schedule a consultation
Your story matters to us. Let’s schedule a time to talk about your goals and start to build your financial future.
Our Passion
How we help
Every big decision in life ties back to financial planning. Our goal is to ensure you are financially prepared to tackle any opportunity and face any challenge. The future for you and your loved ones hangs in the balance, so we leave no stone unturned.
We manage your investments and help you build a confident financial future through Pathway Planning. No matter the path you take in life, we’ll help you create the financial plan to get there.
financial planning
Build your unique financial path with our dedicated experts.
investment management
Beginner and experienced investors—we are your strategic, optimistic, straightforward investment guide.
Our Certifications & Memberships
Entrepreneurs
Your growing business is your top priority, but what happens if your personal finances don’t get adequate attention? We help business owners like you by essentially acting as your very own CFO. Your personal finances will be in good hands, so you can focus on building your business.
young professionals
As your career kicks into gear, there’s so much to plan for and so much to do. Opportunities can feel infinite, but those opportunities can dwindle without financial planning. You deserve the confidence that comes with advice from qualified financial planning experts.
recent article
How Do I Invest in a 529 College Savings Account?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
Click here for our Client Relationship Summary, also known as the regulatory disclosure Form ADV Part 3.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain level of skill or training. Flagstone Financial Management may only conduct business in jurisdictions in which it is registered, notice filed, or exempt.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
contact
5801 Hidcote Dr
Suite 100
Lincoln, NE 68516