HELPING YOU NAVIGATE LIFE'S MOST IMPORTANT FINANCIAL DECISIONS
We believe that you deserve several fundamental benefits from your financial planner, but the most important one is the development of implicit trust. Committed to doing the right thing, our team provides you with creative and deliberate financial planning right out of the gate. Through ongoing communication, we build a relationship with you for the long haul, helping you to know that your planner cares about you, your family, and your goals.
RECOGNIZED AMONG THE NATION’S TOP NEXT-GENERATION WEALTH ADVISORS
Located in Omaha, Nebraska, the Atchison Wealth Team aims to provide you with an abundance of value through time-tested financial principles and an ongoing client relationship. As our team serves the wealth planning needs of clients in Nebraska, Iowa, and all throughout the country, it is wonderfully rewarding to help guide you toward your lifelong dreams, and we’re equipped with years of experience and the expertise of two CERTIFIED FINANCIAL PLANNER™ professionals—Sara Clegg and Brett Murray.
With every crucial decision we discuss with you, we always ask ourselves if this would be the same prudent financial advice we would want for our own family members. That’s how we best guide our clients, helping you prepare for and transition into retirement, while also maintaining the highest quality of life after you retire.
As the world of financial planning and investment management can be complicated to navigate, we listen to your financial goals and offer a comprehensive suite of financial planning and wealth management solutions to help you meet and exceed them. During times of change in your life or in the markets, it can feel overwhelming. Our expertise is in helping you craft a clear and focused plan that fits into your story.
The Atchison Wealth Team is an independent advisor, ensuring that we are not conflicted to sell any proprietary investment products to you. This independence allows us to sit on the same side of the table as you and help you find the investments that are in your best interests, not ours.
A FEW WORDS FROM OUR TEAM
Meet the Team
Learn more about each of the dedicated members of the Atchison Wealth Team.
Discover our recent video resources as a helpful guide for your wealth management concerns and questions.
Southwestern Investment Group - We Work Together to Improve Your Financial Life
3 Ideas on how to maximize charitable giving
6 Ideas for Navigating a Down Market
Finding the Right Financial Planner
Understanding Your Risk Adjusted Rate of Return
COMPREHENSIVE WEALTH PLANNING SERVICES
Through our comprehensive wealth planning services, the Atchison Wealth Team is equipped with the expertise and knowledge to guide you with customized financial planning needs—from retirement to tax planning to charitable giving and so much more.
Retirement Income Planning
To help you determine your retirement income planning goals, we’ll work with you to identify and organize your sources of income and ongoing expenses, while also helping you implement a savings plan to efficiently manage assets and risk.
With our team’s tax-integrated planning guidance, you can feel confident in mitigating your taxes, while also working to enhance the use of your income sources. With the goal of reducing your lifetime tax liability and maximizing both your marginal brackets as well as annual deductions, tax-integrated planning can help you keep more money in your family.
As charitable giving is a part of our core values, you can trust our team to help you achieve your philanthropic goals with guidance on a focused approach to charitable giving. From identifying charitable organizations of interest to helping you maximize the impact of your gifts, you’ll be on your way to giving back while making the most tax-efficient choices along the way.
Though it can be an uncomfortable topic, inheritance and estate planning will be one of the most important things you can do to help protect your assets and help your family avoid unnecessary taxes and potential disagreements in the event that something happens to you. Our team approach can help you with the process of amending or creating an estate plan that truly matches your wishes.
Investing your money might seem complicated, but it’s critical to helping you achieve your financial planning goals. That’s why it’s important to work with an experienced team like ours for guidance in choosing the right investments, as well as the right accounts to hold your investments. Additionally, we can help you maximize the tax efficiency of your portfolio and lower the effects of taxes on your investments.
It’s a passion of ours to provide clients with opportunities to support local and global community economic development, revitalization, and sustainability. Through community impact investing, we can help you allocate a portion of your portfolio to social impact assets that will truly leave a mark within your local community.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Utilizing an ESG investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.
WHAT TO EXPECT AT AN APPOINTMENT
STEP 1 WE GET TO KNOW YOU
We learn about your family, hobbies, history, goals, what’s important to you, and what encouraged you to meet with us.
WE WORK TO UNDERSTAND YOUR GOALS
Through strategic questions pertaining to savings and how long you plan to work, we gather all the information needed to put together a strong financial plan.
WE INTRODUCE YOU TO OUR TOOLS
We help you understand our process and the tools we use to formulate a savings and investment plan tailored to your specific goals.
WE CREATE A LASTING RELATIONSHIP
Tailored to your needs, we develop a regular review plan with you to ensure your finances are on the right track.
The Financial Planner of the Household: What You Should Tell Your Family
June 16, 2021
Marriage is all about teamwork and communication, a balancing of skills where
How to Plan for Retirement if You’re in Your 50s
June 9, 2021
If you’re like most people, your 50s seemed like a far-off event
3 New Income Generators to Explore This Year
June 2, 2021
We’ve all heard the phrase, “work smarter, not harder.” And, if you’re
Contact Our Team
15808 West Dodge Rd., Suite 103
Omaha, NE 68118
*SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.
Omaha, NE 68118