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7450 Suncrest Dr., Ste A, Lincoln, NE 68516

402-937-9333
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How and Who We Serve

Client Centered

Client Centered

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your appetite for uncertainty. Long-term relationships that encourage open and honest communication are the cornerstone of our ethos.

We listen closely to understand your unique circumstance, helping you navigate the complexities of life. By clarifying your priorities, we define the critical questions to bring greater meaning to your life. 


Retirees & Pre-Retirees

Navigating retirement can stir up a range of emotions-- from excitement and relief to apprehension and anxiety. Understandably, there's a lot on your mind. Figuring out the best strategy for claiming social security, managing investment risks and rewards effectively, creating a plan for your legacy and optimizing your tax situation are just a few key considerations.

At Overland Wealth, our individualized services address your concerns, providing you with the knowledge and confidence to achieve your retirement goals. We're dedicated to offering guidance that puts your interests first, allowing you to enjoy a confident retirement. 

We can provide you: 

  • Spending and cash flow analysis 
  • Tax analysis 
  • Gifting and estate planning
  • Investments and risk management 
  • Social security 

Business Owners & Entrepreneurs

Running a business has never been more complex. With your goals in mind, we offer resources tailored to your business needs. We push ourselves every day to elevate your success, both in your business and at home. 

We can provide you: 

  • Business and personal cash flow integrations and analysis
  • Employer sponsor retirement plans 
  • High net worth retirement funding 
  • Succession and exit planning assistance
  • Financial planning 

Working Professionals 

We recognize that your greatest asset is your time. Maintaining and supporting your earning capacity is crucial for driving your value to clients, your industry, and beyond. Our mission is to help you protect and grow this, by allowing you to remain focused on what you do best and we take care of the rest.

  • Wealth and earnings analysis 
  • Employer and retirement plans  
  • Long term earnings projections 
  • Tax planning 

Generational Wealth

Our focus on generational wealth aims to create a lasting legacy that significantly alters the economic trajectory of your family for generations to come. By shifting focus from immediate personal economic circumstances to a long-term vision of generational legacy, you can see how your wealth can bless those around you and beyond.

With wealth already in existence, our tailored strategies empower you to not only preserve it but also amplify its impact, ensuring it continues to serve and uplift future generations.

We can provide you: 

  • Estate tax and distribution planning 
  • Lifetime gifting 
  • Complex taxable transactions 
  • Charitable giving 

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