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You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

Insight and News

Recent Articles

Welcome to your go-to resource for expert answers to your financial planning questions.

Wondering how much life insurance you need? Want some smart spending tips? Looking for tax-efficient ways to give to your favorite charity? Find all the answers—and much more—below.

InsightInvestmentsThe MarketTips

Should I Sell Stocks?

During the week of June 8th, the S&P 500 index rose to the point where year-to-date total returns were 0.00%. The index that tracks large publicly-traded US companies wasn’t quite up to where it was when it started to fall in February, but it did recover enough...

InvestmentsTaxes

What Is Tax Loss Harvesting?

When life gives you lemons, make lemonade. We’ve been using that phrase a lot lately, because we’ve been given a lot of lemons during the past couple of months. Many of our clients, friends and family have encountered some really hard challenges, including...

Team

Working From Home

Running a business in the midst of COVID-19 has been challenging for many people across the country. Many businesses have suspended all of their operations for a variety of reasons. For many others, their employees are now working from home in an effort to slow the...

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We are passionate about meeting new people and helping them along their financial path. We would love to answer any questions you might have, hear about the path you have been on and learn where you want to go. Our initial consultation is completely free, and gives you the opportunity to explore what it might look like to work together. Schedule a time to chat on the phone, web video, or in person.

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.

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5801 Hidcote Dr
Suite 100
Lincoln, NE 68516