Business Details
8 Years
experience
Trusted Financial Planning & Insurance Services in Lincoln, NE
At Branched Oak Insurance, we are dedicated to empowering individuals and families to achieve financial security and protect their assets. Our mission centers on helping clients manage risk, reach their financial goals, and leave a lasting legacy for future generations. We provide fee-based financial planning and insurance solutions tailored to each client's unique needs. With a focus on comprehensive strategies, we collaborate closely with clients to develop personalized plans that address both immediate and long-term objectives. Our team prioritizes transparency, integrity, and client education throughout every interaction. Based in Lincoln, Nebraska, we take pride in serving our local community while maintaining a commitment to professional excellence.We work with clients to secure property and casualty insurance, including auto, home, and recreational vehicle coverage, alongside financial planning services such as retirement and estate strategies. Our affiliation with Ameritas Investment Company and Ameritas Advisory Services allows us to offer a broad range of investment options while maintaining strict compliance with industry regulations. We adhere to rigorous standards for safeguarding client information and maintaining confidentiality. Our approach emphasizes ongoing support and education to help clients navigate complex financial decisions with confidence.
Services
Property & Casualty Insurance
Auto Insurance
Financial Planning
Retirement Education
Estate Planning
Home Insurance
Recreational Vehicle Insurance
Details
- Year established: 2018
Highlights and features
- We offer fee-based financial planning with personalized strategies for each client
- Our team specializes in comprehensive risk management and insurance solutions
- We maintain local expertise while offering access to national investment platforms
- Our client-first approach emphasizes transparency and ongoing financial education
- We adhere to strict compliance standards with Ameritas Investment Company affiliations
Associations and certifications
- FINRA
- SIPC
Services
Financial Planning
Our fee-based financial planning service creates customized strategies for wealth management, retirement preparation, and estate planning. We work closely with clients to develop comprehensive roadmaps that align with their financial goals and risk tolerance. Our approach combines investment advisory services with ongoing guidance to help clients navigate market changes and life transitions.
Property & Casualty Insurance
We provide comprehensive property and casualty insurance solutions covering homes, vehicles, and personal assets. Our offerings include homeowners, auto, recreational vehicle, and specialty insurance policies designed to protect against unexpected losses. We help clients evaluate coverage options and select appropriate limits to manage potential risks effectively.
Auto Insurance
Our auto insurance products protect personal and specialty vehicles including classic cars, motorcycles, and recreational vehicles. We offer standard coverages like liability and collision alongside additional protections for roadside assistance, rental reimbursement, and uninsured motorists. Our team helps clients customize policies to match their specific driving needs and asset protection requirements.
Retirement Education
We offer retirement education services that help clients understand their options for building sustainable income streams. Through personalized consultations, we explain various retirement accounts, investment strategies, and tax considerations. Our goal is to equip clients with the knowledge needed to make informed decisions about their financial future.
Estate Planning
Our estate planning services focus on preserving wealth for future generations while minimizing tax implications. We work with clients to develop strategies that include wills, trusts, and beneficiary designations. Our approach ensures clients' wishes are documented and their assets are distributed according to their intentions.
Questions
What types of insurance do you offer?
We provide property & casualty insurance including auto, home, recreational vehicles, and specialty coverage options for unique assets.
Do you offer financial planning services?
Yes, we offer fee-based financial planning covering retirement strategies, estate planning, and comprehensive wealth management solutions.
Are you affiliated with any investment firms?
We work with Ameritas Investment Company and Ameritas Advisory Services to offer investment products, though we maintain separate business operations.
How do you approach client service?
We prioritize personalized service through one-on-one consultations, focusing on education and tailored financial strategies that evolve with client needs.
What areas do you serve?
While based in Lincoln, Nebraska, we serve clients across states where our representatives maintain proper licensing and registrations.