investment management

Services

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.

Pathway Planning

the flagstone difference

At Flagstone Financial Management, we see investment management as a living, breathing process that grows and changes as your circumstances change. Life can be as unpredictable as the market, but we will be your dedicated, personalized financial planners the whole way. 

It’s always better to have a financial plan than not—especially when the unexpected occurs. We learn the goals, assets, liabilities and expectations of each of our clients to develop a plan that maximizes their finances while giving them peace of mind. Your investments aren’t just our day-to-day work—they’re your future. And we promise to give them the care you deserve.

Our Commitment is to the Clients We Serve

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Our Core Beliefs

When you work with Flagstone, you’ll see us put our principles to work for you. We want our core beliefs to be the starting point of a strong working relationship with you and the source of your financial confidence. Click each tab below to learn more about our core investment beliefs.

Markets Are Efficient

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The stock market’s strong pricing power makes it difficult for investors to time or outsmart other market participants. Of course, some stocks are mis-priced from time to time, but it is rare for even professionals to consistently identify those stocks.

Cost Matters

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While developing an investment plan, it’s important to consider the cost you will pay as an investor. You can trust we will closely manage the overall costs of the investments we recommend to you.

Diversify Globally

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When it comes to your money and future, we think it’s best to cover all your bases. We can help you diversify investments among several countries and asset classes so you can capture returns anywhere they happen.

Markets Reward Discipline

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If you have made emotionally driven investment decisions before, you are not alone. Investors tend to make knee-jerk reactions to markets instead of calculated, disciplined decisions, and they come out behind as a result. We will safely guide you around the market’s behavioral traps with our strategic processes.

Optimism Triumphs

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The world of investing can be nerve-wracking, intimidating and even scary sometimes. Current events can make investors fearful, but that doesn’t mean you should abandon the market. We don’t know what will happen tomorrow, but we do know an optimistic attitude can create a better investment experience. We’ll stay positive with you and work to find rewarding outcomes for your investments.

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.

Retired or Nearly Retired

With strong financial planning from Flagstone, all your retirement questions can be answered so you can reach your goals and relax. We’ll be your trusted partner, always there to give advice in your best interest.

Get in Touch

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It’s your financial future. You deserve expert guidance along your financial path, and our purpose is to provide you the help you need. 

Reach out today to ask us any questions and discuss your current financial path. We can then help you discover your next financial planning steps. An initial consultation with Flagstone is completely free and a no-obligation way to see how we can assist your financial future. 

Schedule a time to chat on the phone, virtually or in person.

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