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Our passion is helping people create a pathway to their financial future. Because we’re a fee-only advisory firm and our financial planning process is highly individualized, our services tend to make a meaningful difference for people who have at least $500,000 to invest or whose annual income is $300,000 or more. Even if you’re not quite there yet, let’s chat!
Schedule a brief phone consultation to learn whether the services we provide would be a good fit for your financial situation. After you book some time with one of our advisors, you’ll be prompted to complete a brief questionnaire.
If you just have a general question, feel free to submit it via the contact form instead.
Flagstone Financial Management
5801 Hidcote Drive
Suite 100
Lincoln, NE 68516
Mon-Fri: 8:00 AM – 4:30 PM
Phone
Fax
(402) 413-0438
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