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
Professional Entrepreneurs
Growing a professional practice demands your time, and it’s hard to balance your career and family. What happens if your personal finances don’t get adequate attention? We help attorneys and medical professionals by essentially acting as your personal CFO. Your personal finances will be in good hands, so you can focus on building your practice.
Women In Transition
A major life event like divorce, the death of a spouse, or a career change can affect your financial future. It’s important that you face the emotional and financial challenges with sound advice. If you’re a woman in transition, we can be your guidepost and accountability partner to help you make it through successfully.
Investors In Or Nearing Retirement
Perhaps you’re about to retire, or maybe you’re in retirement now. With thoughtful financial planning, we’ll work toward your retirement goals together so that you can relax and enjoy your retirement with confidence. As your trusted partner, we’ll be there when you need advice that’s in your best interest.
recent article
Financial Considerations Upon Retirement: Long-Term Planning
This quarter’s education series is Financial Considerations Upon Retirement. The first two posts addressed cash flow and taxes and healthcare and insurance. One of the most valuable ways we at Flagstone help our clients achieve their financial goals is by knowing...
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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