Our Firm

Financial Visions, LLC is an Omaha-based, financial strategies firm.  Established in 2004, our team is unique in that we are open to working collaboratively with other independent professionals and organizations to ensure our clients are receiving the big picture perspective; a proactive and proper approach that benefits the whole person.   

Located at 1055 North 115th Street in Omaha (RELS Building), our services include financial planning, investments, insurance, tax planning, legal documents, Medicaid / Medicare education, advice about older adult living options, and is the first call you should make when searching for resources to assist you in caring for an older adult.  Our objective:  To encourage independence and peace of mind.  

Call us at (402) 827-5547 if you have any questions about our team or the range of financial products and services we provide. Our firm has a relationship with a variety of organizations, so if we don’t have a product or service, we know who does.