It begins with a phone call from you.
Not to a call center. We don’t have one of those and never will. We value relationships, not transactions. Maybe that’s another Omaha thing.
We’ll schedule a get-acquainted meeting, whether at our office in Regency or maybe at your favorite coffee shop. You can meet Dave or Katerina and hear more about what we do and how we work with you. We’ll ask about your situation and see how we might be able to help.
If you like what you hear, we’ll gather information to develop a more detailed recommendation. We’ll help you open an account at TD Ameritrade or Charles Schwab, which will serve as your custodian. They will provide safekeeping of your assets, process our buy and sell orders, and provide certain accounting and reporting services.
We’ll also have you sign an investment management agreement that grants us the authority to manage your investments for you.
Once your account is open, we’ll help you transfer assets into it. We will then build an investment portfolio consistent with your QuickStart
Keeping You Up-to-Date
Each quarter, you will get account statements from us, and we’ll deduct one-quarter of our annual management fee. This fee is our only source of income.
Each year, we’ll schedule a portfolio review with you, whether in person or by phone. This is an opportunity to see the progress you are making, update information, and discuss possible changes.
At any time, of course, you are welcome to call us with questions. Here are a few we are often asked. Maybe they sound familiar?
- How do I replace the income I’ve been getting from work?
- What if anything should I do with my 401K plan?
- How do Required Minimum Distributions (RMDs) work?
- When should I begin taking Social Security?
- How do I see to it that I don’t outlive my assets?
- How can I lower my tax bill?
Our Investment Adviser Brochure has more information about how we work. It also includes our fee schedule.
You can read our Insights blog for financial planning tips, investment analysis and news about our company.