How We Help

High-Earning Professionals

Pursue Financial Freedom

Joe, a self-employed consultant, and Jennifer, a physician at a local hospital, dreamed of being financially independent. Between their demanding careers and growing family, this couple was maxed out, so they hired us to help make their dream a reality.

Their Challenges

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How do we allocate cash flow so that we can have fun now — while our kids are still at home — and save enough for an early retirement?

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How much should we be investing and what types of retirement accounts are best?

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Given our high income, how do we reduce our tax bill?

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Is it too risky for Jennifer to start her own practice?

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What happens if we stop saving for retirement for a few years?

An Intentional Path to Financial Independence

Most professionals and entrepreneurs struggle to find time for their personal finances. For Joe and Jennifer, we took that off their plate, freeing them up to focus on their careers and family.

Helped Joe and Jennifer identify what a successful life looks like in their minds and then built a financial plan to get them there.

Moved Joe from a SEP IRA to Solo 401(k) and cash balance plan, allowing him to significantly increase the amount he could put in tax-advantaged retirement plans.

Gave Jennifer, who desired a more flexible work schedule, a reasonable expectation for either cutting back her hours at the hospital or opening her own clinic.

Addressed some unneeded permanent life insurance policies sold to them by a sales-focused advisor.

Identified inconsistencies between their estate plan documents and beneficiary designations, connecting them with a local attorney who specializes in estate planning.

Inspired Joe and Jennifer to refine their family and spending goals, resulting in a plan that allocated some dollars toward enjoying life and making memories now.

Get in Touch

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Ready to find the path to your desired financial outcomes? Reach out today to ask us any questions and discuss your current financial path. An initial consultation with Flagstone is a completely free and no-obligation way to see how we can assist your financial future.

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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