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You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

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Welcome to your go-to resource for expert answers to your financial planning questions.

Wondering how much life insurance you need? Want some smart spending tips? Looking for tax-efficient ways to give to your favorite charity? Find all the answers—and much more—below.

InsightRetirement

Retirement Community Living

One of the best parts of being a financial advisor is participating in the important decisions our clients make and the privilege of offering advice in those discussions. Of the decisions in our clients’ lives, one of the most significant is whether to stay in...

Friends playing chess
RetirementTaxes

Make the Most of Your Retirement Gap Years

Retirement is a time of significant financial change, and it’s important to have a tax planning strategy in place to make the most of your retirement income. Many of our clients have what we call “gap years” in the early years of their retirement before they claim...

InsightRetirement

Should I Downsize My Home?

Because many Americans hold much of their net worth in a home, home ownership is relevant to many financial planning discussions we have with our clients. As needs change in retirement, people begin to wonder, "Is it time to downsize my home?" It might sound simple...

Downsizing my home might mean giving up your home library

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We are passionate about meeting new people and helping them along their financial path. We would love to answer any questions you might have, hear about the path you have been on and learn where you want to go. Our initial consultation is completely free, and gives you the opportunity to explore what it might look like to work together. Schedule a time to chat on the phone, web video, or in person.

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.

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5801 Hidcote Dr
Suite 100
Lincoln, NE 68516