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1128 Lincoln Mall, Suite 200, Lincoln, NE 68508

Coaches A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup From Boats to Brokers

Simplify, organize, and get back to your life

Midlands Financial is a comprehensive wealth management firm serving families, individuals, and businesses in Nebraska and the Midwest. Our team has over 250 years of combined experience helping clients achieve their goals in many market environments.


Our clients are hard workers who truly care about families and communities and are seeking the advice of a trusted team of financial professionals. Our goal is to be your first phone call for every retirement, financial planning, employee benefits, and other financial issue you face.

Do you have questions about your financial future? We can help you find the answers that make sense for you:

  • When can I afford to retire?
  • Will I run out of money in retirement?
  • Am I on track for a comfortable lifestyle?
  • Can I provide for my family and still prepare for retirement?
  • How can I leave a legacy/what kind of legacy do I want to leave?

Click Here to Download Our Guide to Life Insurance For All the Times in Your Life

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Options When Your CD Matures

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Home Mortgage Deduction

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Protecting Those Who Matter Most

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Principles of Preserving Wealth

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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With alternative investments, it’s critical to sort through the complexity.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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