At Asset Strategies we believe in helping clients live financially free.
We believe there are three key components to a successful financial planning relationship; trust, knowledge, and advisors that truly care about your success. Our investing professionals at Asset Strategies are people you can feel comfortable talking with and can trust. We have the heart of a teacher, not the attitude of a salesman. Your situation is unique. Begin your journey with Asset Strategies today, start living financially free and start thinking possible!

Visit our website to learn more and schedule an appointment with our team at either our Lincoln or Omaha, NE office!
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📲 Call (402) 933–4642
📍 14450 Meadows Blvd, Suite 1 Omaha, NE 68138 (402) 933–4642
📍 5630 S 84th St, Suite 104 Lincoln, NE 68516 (402) 933–4642

❓How can we help?❓
✨401(k) Rollovers
If you are leaving a job or have an old 401(k) from a previous employer, you may want to consider rolling it into an Individual retirement account (IRA).

✨Fee-Based Investing
This is an investment account in which the advisor’s compensation is based on a set percentage of the client’s assets, instead of on commissions.

✨Roth IRAs
A Roth IRA is an Individual retirement account that is funded with earned income that has already been taxed. Withdrawals are free of federal income tax.

✨Traditional IRAs
A Traditional IRA is an Individual retirement account that is funded with pre-taxed income that is tax-deferred until you withdraw income from it in retirement.

✨Mutual Funds
Mutual funds give investors access to professionally managed, diversified portfolios of equities, bonds, and other securities that would be quite difficult to accomplish on an individual basis.

✨College Savings 529 Plan
Save money for your child’s college expenses with a 529 Plan. Your contributions may have special federal and state tax advantages.

✨Current 401(k) Management
Our advisors can help you manage your employer-sponsored 401(k) plan and make recommendations on which funds to choose.

✨Wealth Planning
Our advisors can help you structure your valuable possessions, money, and investments in a way that builds and preserves them for the next generation.

✨Investment Planning
We’ll help you navigate investment options and build a portfolio that matches your current financial situation and works toward reaching your life goals.

✨Life Insurance
Life insurance is important and should be a part of your overall financial plan. Be prepared for the unexpected and protect your assets at the same time….(read more)

LEARN MORE ABOUT: IRA Accounts

TRANSFER IRA TO GOLD: Gold IRA Account

TRANSFER IRA TO SILVER: Silver IRA Account

REVEALED: Best Gold Backed IRA

Meet Mandy! | Omaha & Lincoln, NE Financial Advisors | Investment Planning

Are you looking for a trusted and experienced financial advisor in Omaha or Lincoln, NE? Look no further than Mandy, a seasoned professional with a passion for helping individuals and families achieve their financial goals.

Mandy is dedicated to providing personalized financial planning and investment advice to her clients, with a focus on building long-term relationships based on trust and transparency. She understands that every individual has unique financial needs and goals, and she tailors her services to best meet those needs.

With Mandy as your advisor, you can expect comprehensive financial planning that takes into account your current financial situation, future goals, and risk tolerance. Whether you are planning for retirement, saving for your children’s education, or simply looking to grow your wealth, Mandy can help you create a holistic financial plan that aligns with your aspirations.

One of Mandy’s key areas of expertise is investment planning. She has a deep understanding of the financial markets and can help you navigate the complexities of investing to make sound decisions that align with your financial objectives. From diversifying your investment portfolio to rebalancing it as needed, Mandy will work with you to ensure that your investments are in line with your risk tolerance and long-term goals.

In addition to her investment planning services, Mandy also offers comprehensive financial guidance on tax planning, retirement planning, estate planning, and more. With Mandy as your advisor, you can have peace of mind knowing that your financial future is in capable hands.

If you are in Omaha or Lincoln, NE, and in need of a trusted financial advisor who has your best interests at heart, don’t hesitate to reach out to Mandy. She is committed to helping you achieve financial success and security, and is ready to guide you every step of the way.

To learn more about Mandy and her financial planning services, visit her website or contact her directly to schedule a consultation. Take the first step toward a brighter financial future with Mandy as your partner in financial success.