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

Professional Entrepreneurs

Building a law or medical practice is a demanding endeavor, and it’s hard to find time for everything. What happens if your personal finances don’t get adequate attention?

We’re a small business, too, and we have experience with growing a professional practice. We help practice owners by giving you a professional opinion about where to put your excess cash flow, how to optimize your executive compensation benefits, and how to balance the need for money in the future with the desire to enjoy life and create memories now. With your personal finances in good hands, you can focus on building your business, serving your clients or patients, and being there for your family.

Who We Serve

Investors in or near retirement

As you approach or experience retirement, you may be feeling a wide range of emotions—excitement, anxiety, anticipation, and relief to name a few. And that makes sense because there are so many things to consider. 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 be answered and you can reach your retirement goals with confidence. As your dedicated partner, we’ll always be there to give advice in your best interest so that you’re free to relax.

Download our free retirement checklist below.

 

Our Commitment is to the Clients We Serve

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Who We Serve

Women In Transition

Going through a major life transition like divorce, the death of a spouse, or a career change can be scary. Managing emotional and financial challenges as you face the uncertainty is imperative. How does this event affect your financial life? Will you still be able to accomplish what you were on track to do before? What will your options be when it comes to social security?

We are your guidepost and accountability partner to assist you through this transition successfully. We’ll help you weigh your options and stay organized as you take steps to move forward. Let’s get to a place where you feel confident about your financial future.

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.

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5801 Hidcote Dr
Suite 100
Lincoln, NE 68516