Financial Advisors Helping YouFind Your Freedom
Financial freedom isn’t just about money. It’s about finding your why and aligning your resources to pursue it. Oakeson Steiner’s financial advisors, serving Hastings, NE and beyond, help you define that why and create a financial plan that lets you live out your unique vision of freedom.
How Can We Help?
At Oakeson Steiner Wealth and Retirement, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.
We Are Your
What We Do
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
Plan Participant Education
Making the choice to pay yourself first by contributing to your employer sponsored retirement plan is a decision that can have a big impact on your ability to retire confidently in the future.
Retirement Plan Consulting
We help make your retirement plan the meaningful benefit that it is intended to be: a tax-favored method to save for a comfortable and secure retirement.
Our generational planning team helps you create a tax efficient, comprehensive plan that leaves little to chance, along with teaching you how your assets will be distributed.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.