services

What We Do

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.

Our Focus

the flagstone difference

At Flagstone Financial Management, we understand that the most important things in life aren’t necessarily financial. True wealth is often found in your relationships, spiritual connections and experiences. Our approach is to work with you to create a comprehensive goals-based financial plan meant to simplify an otherwise complex world so you can focus on those things that really matter in life.

financial planning

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investment management

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core investment philosophies

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financial topic

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financial topic

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financial topic

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Get in Touch

contact us

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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