On Monday, July 16th, our office will be moving to a new address: 8800 Firethorn Lane Suite 200, Lincoln NE 68520
Our main phone numbers are: Main Phone: (402) 465-3800 • Fax: (402) 465-3870
Please visit us at our new address.
We specialize in helping individuals, families and businesses achieve their financial goals and objectives. We tailor our advice to each client situation and help you navigate through difficult financial decisions. We work with all aspects of your financial situation, whether you're planning for retirement or saving for college, we can help you design the future that you envision. Our team based approach and dedication to building long term relationships with our clients helps ensure a sound wealth management plan for your future.
It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about the Letheby Financial Group.
October 30, 2017
Social Security: At a glance
October 20, 2017
Plan sponsor fiduciary guide
