Business Details
30 Years
experience
Your Trusted Partner for Financial Advisory Solutions in Lincoln, NE
CCAM (CCAM) is an independent, client-focused advisory firm established in 1996 in Lincoln, Nebraska. Our team brings over 50 years of collective experience in wealth management, emphasizing continuous education and fiduciary responsibility. We specialize in personalized financial strategies tailored to individual and institutional clients, prioritizing long-term relationships and transparent decision-making.Our services span financial planning, investment advisory, consulting, insurance, and corporate retirement solutions. As fiduciaries, we commit to placing client interests above all else, ensuring strategies align with unique goals and market dynamics. With a heritage of trust and expertise, CCAM delivers innovative solutions designed to build and preserve wealth across life stages.
Services
Financial Planning
Advisory Services
Consulting Services
Insurance Services
Fiduciary Services
Corporate Retirement Plans
Details
- Year established: 1996
Highlights and features
- We have over 50 years of collective experience in financial advisory.
- We operate as fiduciaries, prioritizing client interests above all else.
- Our team is committed to continuous education and industry innovation.
- We offer personalized wealth management strategies tailored to unique goals.
- We provide comprehensive services including retirement, estate, and insurance planning.
Services
Financial Planning
We develop personalized financial plans by analyzing your current situation and long-term goals. Our strategies address retirement, tax optimization, estate planning, and investment management. With a focus on adaptability, we ensure your plan evolves alongside life changes, providing peace of mind through structured wealth management.
Fiduciary Services
As fiduciaries, we prioritize your interests in all recommendations. Our services ensure transparent fee structures and compliance with legal standards. We specialize in eliminating conflicts of interest, offering guidance that aligns with your financial objectives while maintaining strict adherence to regulatory requirements.
Corporate Retirement Plans
We design and manage qualified retirement plans for businesses of all sizes. Services include plan implementation, investment monitoring, and ERISA compliance. Our approach reduces fiduciary liability for employers while optimizing retirement outcomes for employees through customized educational resources and investment options.
Insurance Services
We provide tailored insurance solutions, including life, disability, and long-term care coverage. Our independent advisory approach ensures policies match your protection needs without unnecessary upselling. We collaborate with leading carriers to secure competitive rates and comprehensive coverage aligned with your financial plan.
Advisory Services
Our advisory services focus on building and preserving wealth through strategic asset allocation. We serve professionals, families, and institutions with customized investment strategies. By maintaining fiduciary accountability, we ensure ongoing communication and adjustments to reflect changing market conditions and client objectives.
People
Rob Nixon
Financial Consultant
With 35 years of experience, Rob Nixon specializes in asset allocation, investment policy, and fiduciary responsibility. He provides expert guidance on manager searches and performance monitoring for institutional and individual clients.
Questions
What is a fiduciary, and why does it matter?
A fiduciary legally prioritizes your interests in all financial recommendations. At CCAM, this standard ensures transparent advice and eliminates conflicts of interest.
Do you offer retirement planning services?
Yes, we specialize in retirement strategies, including 401(k) management, IRA setup, and income planning to ensure financial security in your post-career years.
What areas do you serve?
While based in Lincoln, Nebraska, we serve clients nationwide through personalized digital consultations and tailored financial solutions.
How are your fees structured?
We provide transparent fee structures aligned with the services rendered. Specific details are discussed during your initial consultation to ensure clarity.
Can you help with estate planning?
Yes, we integrate estate planning into financial strategies, addressing asset distribution, tax implications, and legacy preservation as part of comprehensive wealth management.
What sets CCAM apart from other advisors?
Our fiduciary commitment, collective 50+ years of experience, and client-first approach differentiate us. We focus on long-term relationships over transactional interactions.
