EDUCATE. ADVISE. INSPIRE.
Flagstone Financial Management – We are financial planning professionals, guiding you on your customized journey.
Our Passion
How We Help
Every big decision in life ties back to financial planning. Our goal is to ensure you are financially prepared to tackle any opportunity and face any challenge. The future for you and your loved ones hangs in the balance, so we leave no stone unturned.
We manage your investments and help you build a confident financial future through Pathway Planning. No matter the path you take in life, we’ll help you create the financial plan to get there.
HOW WE HELP
Investors Nearing Retirement
HOW WE HELP
High-Earning Professionals
HOW WE HELP
Women in Transition
financial planning
Build your unique financial path with our dedicated experts.
investment management
We are your strategic, optimistic, straightforward investment guide.
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Your story matters to us. Let’s schedule a time to talk about your goals.
Testimonials originated through Google Reviews (a third-party review service) are provided by current and former clients. Clients were not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Our Certifications & Memberships
recent article
When Widows Can Claim Social Security: Timing, Benefits, and Remarriage Rules
Losing a spouse is tough. Figuring out finances then can feel heavy. Here at Flagstone, we’ve helped folks navigate Social Security for years—especially widows’ benefits. Today, we’re diving into when widows can claim Social Security. We'll cover how timing affects...
Click here for our Client Relationship Summary, also known as the regulatory disclosure Form ADV Part 3.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain level of skill or training. Flagstone Financial Management may only conduct business in jurisdictions in which it is registered, notice filed, or exempt.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
contact
5801 Hidcote Dr
Suite 100
Lincoln, NE 68516