SmartVestor Pros

For nearly 17 years, Asset Strategies has been helping Dave Ramsey fans with their investments.

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Help clients live financially free and build a legacy

At Asset Strategies, our goal is to help put you in a better position financially. We combine our knowledge, experience, and understanding of the market trends to give you exceptional service.

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We Value Honesty

We use a straight-forward approach in helping you with your investments. First, we sit down and talk with you to understand your situation. Then we tailor a plan that we believe will help you achieve your goals; investing your money the way we would invest our own is our goal.

We Offer Experience

We have been helping our client's invest in assets since 1999. This experience is valuable in helping you to make decisions in planning for your future. Having been in the business through two of the worst financial downturns since the Great Depression, we draw upon our experience to make recommendations based on tried and true principles and to manage your investments.

We Work to Build Trust

We value relationships, and relationships are built on trust. We take the time to get to know you -- your interests, your ideals, your dreams, and your goals. Additionally, we listen to your concerns and work at your pace to help you achieve your goals. We share the same goal, your assets, your legacy.

Omaha Location

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Lincoln Location

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The Latest Resources and Blog Posts

How Much Money Do You Need to Get Good Retirement Advice?

If you’ve ever heard someone say, “If you have to ask how much it costs, you can’t afford it,” they were probably talking about some expensive toy or knick knack wealthy people (or people who want to seem wealthy) buy. Unfortunately, though, many people believe that expression also applies to investing advice. A recent survey of Americans shows that 63% of those who have never consulted an investing advisor put it off because they think they need thousands of dollars already saved just to schedule an appointment. More than half believe an advisor’s services will cost more than they can afford. The truth is personalized investment advice isn’t something only wealthy investors can take advantage of. Great advice is available no matter how much you have saved or how much you have to invest if you just know where to look. Myth #1: I Need at Least $50,000 to Even […]

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3 Money Hacks Every 40-Year-Old Should Know

  Is there a more financially challenging time of life than your 40s? In your 20s, you’re just starting out and you never have any money. But that’s okay because none of your friends have any money either. In your 30s, your biggest challenge is avoiding the living-large-on-huge-debt trap most of your friends will fall into. By the time you’re in your 40s, you’re facing some big-ticket responsibilities like paying off your mortgage and funding the kids’ college. But your top priority is saving for retirement and figuring out how to build a secure nest egg. We asked some of Dave’s financial professionals for advice you can use to make working toward your retirement goals a little easier. Here are three of their suggestions you can use to get started today! Hack #1: Make minor adjustments to your budget, one at a time. Soon, you’ll be saving more without sacrificing […]

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Haunted by a Late Start on Retirement Saving? Expert Advice to Help You Catch Up

This time of year, scary stories abound. Ghosts come out of the woodwork. Vampires lurk in the shadows. Things go bump in the night. Of course, if you’re behind on your retirement savings, spooky specters don’t hold a candle to what lies ahead. It’s enough to send a chill up your spine and back again. But your future doesn’t have to be frightening! We asked a few of Dave’s investing Endorsed Local Providers (ELPs) to share their late-starter retirement advice. Here’s what they had to say. Be Intentional You know how you avoid going to the doctor because you’re afraid of what they might find? Money’s no different. What you don’t know really freaks you out! But if you want to feel good about your future, you’ve got to dive headfirst into the details. Russell Kizer, an investing ELP located in Birmingham, AL, suggests starting with a budget. Put every […]

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