Advisory Services
Financial Planning
We help provide clarity with:
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Roth & Traditional IRA's
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Rollovers
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Current Investment Allocation
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Company Benefits
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Social Security
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Retirement Analysis
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Cash Flow
....and much more
Investment Management
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Low-Cost Funds
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Global Diversification
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Tax Loss Harvesting
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Customized Portfolio
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Patient and Disciplined
Taxes
Taxes are an ever-changing headache, but not anymore.
Strategy, preparation, and filing, we have you covered.*
Retirement Plans
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Maximize Owner Tax Savings
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Customized Plans
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Payroll Integration
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Liability Reduction
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Fewer HR Nightmares
To learn more about why your next best business decision is utilizing an AlphaOmega Wealth Management 401(k) solution, click here
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John
Dannenbring, CFP®
Founder
Hello
As a second-generation American, hard work and integrity have been ingrained in me from day one and, thus, are the pillars of AlphaOmega. With over a decade of investment experience and a recession under my belt, I've seen how human emotions impact stock prices and our wallets. Few things excite me more than using the experience I've gained to help people plan for the future and become confident about their finances. I grew up in the midwest and studied at the University of Nebraska-Lincoln, where I will teach a finance course beginning in the Fall of 2022. I enjoy coffee for the taste, theology for my faith, and history to keep me based. You'll find me cruising around on my moped in Lincoln, Nebraska, where I live with my wife, Caroline. She is sweet indeed.
No Commissons
Unlike many advisors, we don't receive commissions for anything we invest our clients in. We eliminate conflicts of interest by aligning our interests with the client's.
CERTIFIED FINANCIAL PLANNER™
Our advisors passed rigorous testing in addition to years of qualifying experience in order to become a CFP® professional.
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Only 29% of personal financial advisors have the CFP® mark(1).
INDEPENDENT
Being independent means that we are not beholden to investing clients' money in certain products.
Fiduciary
We hold ourselves to the legal obligation of putting our client's interest ahead of our own - at all times. Ask your current advisor if they are a fiduciary at all times.
