who we serve

Our Clients

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.

Who We Serve


Your growing business is your top priority, but what happens if your personal finances don’t get adequate attention? Without proper financial planning for both your business and yourself, your business could miss opportunities and you won’t see the results you worked so hard for.

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. Flagstone Financial Management is a small business too, so we provide experienced advising on business decisions as well. 

Who We Serve

Retired or Nearly Retired

If you are retired or about to retire, you may be experiencing a wide range of emotions—excitement, anxiety, anticipation and relief to name a few. And that makes sense, since there are so many things to consider through retirement. What’s the best Social Security claiming strategy? How can you balance investment risks and rewards appropriately? What’s the most tax-efficient way to accomplish your goals?

With in-depth financial planning from Flagstone, all these questions can become clear and you can reach your retirement goals and relax. We’ll be your dedicated partner, always there to give advice in your best interest.

Download our Retirement Financial Planning checklist

Our Commitment is to the Clients We Serve

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Who We Serve

Young Professionals

As your career kicks into gear, there’s so much to plan for and so much to do. Marriage, housing, travel, children, investing, retirement planning, student loans and more could all be on your radar right now—that’s a lot to manage on top of your job. Opportunities can feel infinite, but those opportunities can dwindle without financial planning.

Even though you have a lot up in the air right now, you deserve the confidence that comes with advice from qualified financial planning experts. Flagstone’s pathway planning simplifies tough decisions by helping you identify what’s important and filtering out the noise. Also, we know you might just be starting out on your investment journey, so we don’t have investment minimums.

Download our New Baby Financial Planning checklist

Get in Touch

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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.


5801 Hidcote Dr
Suite 100
Lincoln, NE 68516