who we serve

Our Clients

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.

High-earning Professionals

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.

Investors nearing retirement

With more questions than answers, Chris and Laurie wanted help with the transition from saving (during their working years) to spending (in retirement). They also expressed concern about how to slow down without becoming bored.

Women in Transition

After her husband died unexpectedly, Sarah was in a fog. She quickly realized that she needed to find a partner she trusted to help her deal with all the paperwork (bills, insurance policies, investment statements, banknotes, etc.).

Get in Touch

contact us

We’re 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, which is completely free, allows for the kind of conversation that will help you determine whether the services we provide would benefit you.

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