Building a Plan from Your Priorities
Being financially independent means having sufficient personal income to live, without needing to work actively for necessities. Our role is to help you arrive at the day when we both agree: You can now choose to work. It means a great deal to us to be part of this journey for our clients.
About Us
An important aspect of my practice is that we are independent advisors. This means that we are not obligated to sell any proprietary products and have the ability to choose from a wide variety of investment choices.
We always start our process with you, your priorities, and your questions; we build the plan and portfolio from there. In addition to investment management, we provide comprehensive investment and financial planning to help you effectively save for retirement or other large goals. We can also help you utilize tax planning strategies and transfer wealth.
Our process begins simply with a conversation, where we can begin to find out the details of your situation. We’ll discern your most important goals and concerns, and we’ll answer all your questions. You can reach out to us by phone or email to set up a complimentary consultation.
Meet Our Team
Learn more about each of the dedicated members of the Eric J. Shapiro 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
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
Phone Number
402-884-7463
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