Business Details
Your Trusted Financial Advisers in Omaha, NE
At Heritage Financial Services, we are dedicated to empowering individuals and families to achieve their financial goals through personalized investment management and strategic wealth planning. Our team of certified financial professionals brings decades of combined experience to help clients navigate complex financial decisions with clarity and confidence. We prioritize understanding each client's unique objectives, crafting tailored strategies that address immediate needs while preparing for long-term security. Our process emphasizes tax-efficient solutions, comprehensive risk management, and ongoing portfolio optimization to adapt to evolving life circumstances. With offices in Omaha and Norfolk, Nebraska, we serve clients across the region, maintaining strict adherence to fiduciary standards and ethical practices. Our advisors hold prestigious certifications such as Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (CHFC), ensuring our clients receive expert guidance grounded in industry best practices.We believe financial planning should be a collaborative, transparent process that aligns with each client's values and aspirations. Through continuous education and use of advanced financial tools, we help clients make informed decisions about retirement planning, estate strategies, insurance solutions, and investment vehicles. Our commitment to excellence is reflected in our focus on building lasting relationships based on trust, integrity, and measurable results. Whether clients seek to grow their wealth, protect their assets, or plan for generational transfers, we provide the expertise and support needed to achieve financial success.
Services
Investment Management
Financial Planning
Retirement Planning
Insurance Services
Tax Planning
Estate Planning
Wealth Management
Risk Management
Portfolio Optimization
College Savings Plans
Highlights and features
- Our team includes Certified Financial Planners and specialists with advanced industry certifications
- We focus on understanding your unique financial goals and circumstances
- We implement comprehensive, tax-efficient financial strategies tailored to your needs
- Our process combines investment management with holistic wealth planning
- We maintain strict fiduciary standards and ethical financial practices
Services
Investment Management
Our investment management service creates customized portfolios aligned with your risk tolerance and financial objectives. We employ evidence-based strategies using diversified assets including stocks, bonds, and mutual funds. Our team continuously monitors market conditions to optimize returns while maintaining appropriate risk levels for each client's unique situation.
Financial Planning
We develop comprehensive financial plans that integrate retirement strategies, tax optimization, and estate planning. Our process begins with a detailed analysis of your current financial position, followed by personalized recommendations for achieving both short-term and long-term goals through systematic wealth management approaches.
Retirement Planning
Our retirement planning service helps clients build sustainable income streams for their post-career years. We analyze Social Security optimization strategies, pension options, and withdrawal sequencing while implementing tax-efficient savings vehicles like IRAs and 401(k) plans to ensure financial security throughout retirement.
Insurance Services
We offer comprehensive insurance solutions including life, disability, and long-term care coverage. Our specialists evaluate clients' protection needs to design policies that safeguard against financial risks while integrating with overall wealth management strategies for complete financial security.
Tax Planning
Our tax planning service focuses on minimizing tax liabilities through strategic investment positioning and retirement account management. We implement tax-loss harvesting techniques, optimize asset location, and coordinate with tax professionals to create efficient tax strategies that enhance overall investment returns.
People
Casey Knake
Financial Advisor & Managing Partner
Certified Financial Planner with multiple designations including CFP, CLU, and CHFC. Specializes in comprehensive wealth management strategies and portfolio optimization for high-net-worth clients in Nebraska and surrounding areas.
Ben Conover
Financial Advisor & Partner
Experienced financial advisor with expertise in retirement planning and investment management. Focuses on creating tax-efficient strategies for business owners and professionals seeking long-term financial security.
Tim Brungardt
Financial Advisor
Licensed financial advisor specializing in insurance solutions and estate planning. Helps clients protect assets through customized life insurance and long-term care policies integrated with overall financial plans.
Colby Conover
Financial Advisor
Focuses on investment portfolio management and retirement income planning. Utilizes modern portfolio theory and risk management techniques to create diversified investment strategies for individual investors.
Riley Knake
Financial Advisor
Certified Retirement Planning Counselor with expertise in 401(k) rollovers and pension maximization strategies. Assists pre-retirees in transitioning to sustainable retirement income streams through systematic withdrawal planning.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, tax optimization, estate planning, risk management, and investment portfolio management tailored to individual client needs.
How do you help clients with retirement planning?
We analyze Social Security optimization, pension options, and withdrawal sequencing while implementing tax-efficient savings vehicles to create sustainable retirement income streams.
What investment strategies do you use?
We employ evidence-based strategies using diversified assets including stocks, bonds, mutual funds, and ETFs with continuous market monitoring to optimize risk-adjusted returns.
Do you offer insurance planning services?
Yes, we provide life insurance, disability coverage, and long-term care solutions designed to protect clients' financial security and complement their overall wealth plans.
What areas do you serve?
We primarily serve clients in Omaha and Norfolk, Nebraska, with financial planning expertise applicable to residents across the Midwest region.
