Financial Planners in Omaha

“My experience with Creative Planning has been fantastic. My fiancé and I came to the company as a pair, and we have each greatly benefited from the relationship. Our advisor Jackie is truly outstanding: savvy, patient, friendly, and a consummate professional. We look forward to many more years with Creative Planning.“

“Best planner I’ve ever had. Great with numbers and results. I will be a lifer with Matt Ryan and the team. I thank God for this group“

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“Kristen at Lifetime Retirement Partners will take the time to really listen to your story and retirement wishes. She offers a variety of services and is very knowledgeable about retirement options. You can trust her to offer the best plan to fit your dreams for a great retirement future.“

“Super happy with our decision to convert from older dbcams portfolio management system to Orion in 2014. Our process and business has improved so much since then, thanks to the tools and continual development of Orion's tech platform. Next up for us is to engage and implement their rebalancer unit, Eclipse. Keep up the great work Orion team!“