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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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The Many Ways to Measure Inflation

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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.

 

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Ways to Supplement Your Medicare Coverage

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Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Inflation & Retirement

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

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

My Retirement Savings

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

Estimate Your RMD

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

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Finding the Balance

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

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