Our services are designed to help individuals, families, and business owners build, protect, and preserve their wealth.Learn More
A Personalized Approach
Rather than focus on selling products, we offer customized recommendations and provide clients with options from which to choose.Learn More
As an independent firm, we are committed to offering unbiased strategies aligned with your unique needs and specific goals.Learn More
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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
A letter of instruction provides additional and more personal information regarding your estate.
Here are 4 great, and sometimes unexpected, places to raise a family.
Do your insurance needs stay the same when the nest empties?
There are common mistakes you can avoid when saving for retirement.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
That big list of dreams and goals isn't the only way to look at your bucket list.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
Investors seeking world investments can choose between global and international funds. What's the difference?