We are a team of professionals who enjoy working together to better serve our clients.
We are easy to work with in good times, and more importantly, in challenging times. 



BOB NELSON, Managing Partner
OFFICE: 402 963-0206
MOBILE: 402 670-1925

OFFICE: 402 963-0205
MOBILE: 402 740-7882

TONY BUECHLER, Health Specialist
OFFICE: 402 670-5868

MARGO ROSEN, Office Manager
OFFICE: 402 963-0203

CINDY GOLDBERG, Insurance Services
OFFICE: 402 963-0254

ANNIE FELDMAN, Investment Services
OFFICE: 402 963-0202


11623 ARBOR ST. SUITE 102 OMAHA, NE 68144
OFFICE: 402 963-0200  EMAIL:




Life Insurance

Life insurance is a "financial safety net" for personal and business planning. First we listen to you... then we design the best coverage at the right price to meet your objectives.


Disability Insurance

Protecting your income is an essential step in financial planning. We tailor plans to fit your circumstances when you are unable to work due to an accident or sickness.


Long-Term Care INSURANCE

Long term care insurance protects your net worth. We set up our first LTC plan in 1987... we have paid many claims since. We believe you deserve to be educated... not sold. We also believe not everyone should buy this product. We will help you understand what is right for you! 



Our investment philosophy starts with simplifying the complex world of financial markets, risk and suitability. Our goal is to bring trust and confidence to our client discussions.

We provide retirement plans for businesses as well as investment plans for individuals and families. We offer low fees, generally with no surrender charges, and daily access to your account values.

In plain, easy-to-understand language, we can discuss budgets, savings, investments and retirement strategies. Our goal is to help you maximize your wealth, enjoy it during your lifetime and wisely plan its distribution. 



Estate planning is simply the process of arranging your affairs during your lifetime for an orderly distribution at your death.
We believe in the team approach, working with your other advisors to achieve your personal objectives. It doesn’t have to be difficult, confusing, depressing or expensive. Let us help! 

BOB NELSON has been a nancial advisor to businesses and individuals for over 40 years. His practice extends to clients in over 30 states. He served as National President of NAIFA, the National Association of Insurance and Financial Advisors(70,000+ members). Bob’s success is based on client focus, mutual trust, and delivering affordable nancial solutions. He has been a speaker on nancial issues in all 50 states, Toronto and London. Bob and his wife Betsy, have three children and seven grandchildren. 

MIKE MURPHY with over 20 years ofexperience, leads our Retirement Plans and Investments Division. His focus is the design and implementation of cost effective plans. He believes ongoing education is the key to nancial success. Mike and his wife Stacy have two children, two dogs, and a passion for community leadership. In 2015, NAIFA awarded Mike the Community Involvement Award for his many civic contributions.