2200 Fletcher Avenue,
Tomorrow's Money began in 1993.
At that time, we provided classroom-style educational workshops for people on the verge of retirement. Larger employers in eastern Nebraska engaged us as a particular benefit for their employees. Otherwise, the general public attended the classes usually held on a college or university campus.
For the 20 years before that, our work was focused on writing individual and group pension and insurance contracts, and helping small business owners and their families develop estate plans with their attorneys, trust officers, and tax professionals.
Today, Tomorrow's Money serves employers and individuals who seek greater financial security. We follow a disciplined process which includes:
Our commitment is to put the client's best interests first and foremost.
We are an independent firm operating under an independent broker/dealer. We have no incentive to recommend one investment over another. We believe in full disclosure of any conflicts of interest, and avoid them where possible.
We work to make the client's experience convenient, simple and effective.
Clients benefit from state-of-the-art portfolio construction and ongoing management.
We strive for service excellence. We value long-term relationships.
We would not be a good fit for those who wish to speculate, employ leverage (margin) schemes, do-it-yourself investors, or for those who prefer to retain multiple (redundant) financial advisors.
We believe in the timeless principles of sowing and reaping, consistently applied.