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.
How Big is Money?
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The Average American Budget
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Tax Freedom Day
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn about the importance of having an estate strategy in this helpful and informative video.
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Here are five facts about Social Security that might surprise you.