
Feel Confident with a Plan In Place
We’re passionate about educating others to help them make smart financial decisions. In order to reach your financial goals, you have to begin with the end in mind.
About Us
We’ll help guide you along the way by bringing you our wisdom and valuable financial advice. From taxes, retirement accounts, insurance, and investments, we’ll help you craft a financial plan that fits your needs and help you reach your desired outcome.
We believe that helping our clients with their financial lives helps improve all other aspects of their lives. When you have a strong financial plan in place, you can relax while knowing that the future is a little less uncertain.
Since we function as an independent advisor, you can trust that we are committed to protecting your interests and your assets. Set up a meeting today and we’ll give you our feedback on your current financial plan and how it can be improved.
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
To better serve our clients, The Kew Wealth Team has two convenient locations in Iowa and Nebraska.
Meet Our Team
Learn more about each of the dedicated members of the Kew Wealth Team.
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
"*" indicates required fields
Nebraska Office
Our Address
15808 West Dodge Road, Suite 103
Omaha, NE 68118
Phone Number
402-715-4278
Iowa Office
Our Address
114 W Main St.
Clarinda, IA 51632
Phone Number
712-542-6334
Recent Insights

401(k) Considerations for When You Get a Raise
If you’re expecting a job change or a salary increase this year, congratulations! With a job change often comes a higher salary. Instead of letting your lifestyle creep up to match that new higher salary,

Travel Tips For Retirees
For many, retirement can be an exciting time to do things you’ve always wanted to do, like spending more time with your family, learning new hobbies, and traveling. And now that you are retired, the

When Is It the Right Time to Think About Long-Term Care Options
If you’re nearing retirement, and haven’t thought about those end-of-life years, it’s important to start considering it now. The reality is that almost three fourths of Americans will need long-term care services before they pass

Why Generational Wealth Matters
Generational wealth may seem like a lofty concept or a buzzword, but in actuality, it’s something many of us strive to build for our families. For most people, they want to be generous with their