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2254 26th Avenue, Columbus, NE 68601

 
Your Financial Partners Your Needs, Our Focus Your Questions Answered Your Financial Roadmap

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

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Do Your Kids Know The Value of a Silver Spoon?

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Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

 

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

College Savings

See how much you may need to save now to cover future college costs for your child.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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See how long a lump sum of savings could last based on your withdrawal rate and return.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Rightsizing for Retirement

What does your home really cost?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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