Begin with the End in Mind
When you dream about your life in the future, what do you see? We begin our process by learning about what is most important to you, and then we make a plan together to create that reality. Through our collaborative process, you’ll have us as a guide to help teach and lead you throughout your journey towards financial independence.
About Us
The Cotignola Wealth Team specializes in demystifying complex financial concepts for our clients. We strive to empower our clients with the knowledge they need to make sound financial decisions over the course of their lives that will help them reach their goals. We start by getting to know you, both where you are in life now, and where you hope to be in your future. Then, we build a plan together and walk alongside you as your trusted guide. The Cotignola Wealth team uses our extensive knowledge of budgeting, investment management, insurance planning, tax planning, and estate planning to help you build, protect, enjoy, and effectively transfer your wealth.
It all starts with a conversation. Reach out to us today for a complimentary phone consultation.
Meet Our Team
Learn more about each of the dedicated members of the Cotignola Wealth Team.
Our Services
Retirement Planning
– Retirement Withdrawal Planning
– Retirement Contributions
– Social Security Strategy
– Goal-Based Planning
– Pension Optimization
– Medicare Planning
Investments
– Investor Risk Assessment
– Portfolio Management
– Investment Selection
– Education Planning
– Cash Management
– Asset Allocation
Tax Strategy
– Charitable Giving Strategies
– Roth Conversion Strategy
– Tax-Efficient Investing
– Tax Loss Harvesting
– Tax Return Review
– CPA Coordination
Business Owner
– Entity Structure Comparison
– Retirement Plan Consulting
– Buy Sell Agreements
– Employee Benefits
– Succession Planning
Estate Planning
– Estate Document Coordination
– Trust Implementation
– Beneficiary Review
– Asset Protection
– Legacy Planning
Risk Management
– Property & Liability Protection Analysis
– Emergency Fund Determination
– Long-Term Care Planning
– Life Insurance Analysis
– Disability Protection
– Key Man Insurance
Employer
– Employer Plan Contributions
– Retirement Plan Investments
– Option Execution Strategies
– Deferred Compensation
– Stock Plan Analysis
Other
– Behavioral Financial Coaching
– Divorce Settlement Consulting
– Debt Reduction Strategies
– Windfall Investment Plans
– Money Movement
– Cashflow Analysis
What to Expect at an Appointment
Step 1
We get to know you.
Step 2
We work to understand your goals.
Step 3
We introduce you to our tools.
Step 4
We create a lasting relationship.
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
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Our Location
Street Address
15808 W. Dodge Road, Suite 103
Omaha, NE 68118
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