
Custom-Tailored Comprehensive Financial Planning with Prudent Guidance, Care, and Trust at its Core
Developing a plan around what matters most to you is just the starting point. We take that plan and help clients achieve financial confidence and reassurance in retirement. That’s our passion—using the ongoing consultation process to help you create a clear path to your dreams.
About Us
No two people are exactly the same. That’s why we strive to create a custom-tailored plan built upon the characteristics and fingerprints specific to you. One of the fundamentals of our ongoing investment process is understanding that your plan has life—it is constantly changing and evolving. Our team is there when changes occur to alleviate stress and instill confidence moving forward.
While our team operates from offices in both Omaha and Lincoln, Nebraska, we are grateful to serve clients all over the country. For every client, we strive to add value through sound, calculated advice and the continued development of client relationships. We have the hearts of teachers and want to ensure that you view us as your partner.
The LaBroad Wealth Team welcomes the opportunity to discuss your financial needs, and we hope to see you soon!
Meet Our Team
Learn more about each of the dedicated members of the LaBroad Wealth Team.
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.
"*" indicates required fields
Our Location
Street Address
15808 W. Dodge Road, Suite 103
Omaha, NE 68118
Phone Number
402-513-3144
Recent Insights
Leave Your Legacy: Wealth Transfer Planning in Tennessee
Table of Contents From the hills of Middle Tennessee to the majestic Smoky Mountains, families across our state are thinking about their legacies. And not just about how much money to leave for future generations.
Cultivating a Generational Wealth Mindset
Table of Contents When it comes to your money, are you worried about how much you have, or making what you have truly last? The test of enduring prosperity isn’t just the accumulation of assets;
Talking to Kids About Money: Five Pitfalls to Avoid Are You Making These Mistakes Talking to Your Kids About Money? Part 2
Table of Contents The path to discussing money and finances with our children is often paved with good intentions, yet certain approaches can inadvertently sow seeds of confusion or erode the values we hold dear.
How to Talk to Your Kids About Wealth: A Guide for Every Age: Part 1
Table of Contents As parents, we carefully guide our children through so many of life’s important lessons. When it comes to money, though, how and when to start the conversation isn’t always clear. But engaging