In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Samuel J Hogeland

Samuel J Hogeland

Financial Advisor

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Team

Alyssa J. Hogeland

Alyssa J. Hogeland

Office Manager

Qualifications

  • B.A., Business Management, Concordia University, Seward, NE 1999
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Toni L. Werkmeister

Toni L. Werkmeister

Client Service Manager

Jenny Goodrich

Jenny Goodrich

Client Service Specialist