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2254 26th Avenue, Columbus, NE 68601

 
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Comprehensive Services

Our services are designed to help individuals, families, and business owners build, protect, and preserve their wealth.

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A Personalized Approach

Rather than focus on selling products, we offer customized recommendations and provide clients with options from which to choose.

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Our Independence

As an independent firm, we are committed to offering unbiased strategies aligned with your unique needs and specific goals.

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Customized Solutions Tailored to Your Unique Financial Goals

In a non-stop world, it’s difficult to find the time to manage your wealth and plan for the future, let alone stay up-to-date on the latest market changes or investment opportunities. But without a proactive strategy, pursuing your goals and staying on track can be difficult. That’s where we come in.

Prokopec Wealth Management is an independent financial services firm based in Columbus, Nebraska. Working with individuals, families, and small business owners in all stages of life, we offer comprehensive investment management, financial and retirement planning strategies, and insurance.

We enjoy helping our clients take control of their financial future and manage their assets so they can focus on their passions and interests in life. We serve clients in the greater Lincoln and Omaha areas, as well as across the country. We invite you to contact us to learn more about how we can help you.

Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

 

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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