BBB Accredited Business Profile



(888) 848-0786


5 years in business
7014 N 102nd Cir
Omaha, NE 68122-3057
BBB File Opened: 10/22/2013
Business Started: 01/01/2013
Business Incorporated: 01/18/2013 in NE
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Dustin Karas, Partner
  • Mr. Peter J. Olson, Partner
  • Mr. Matthew J. Wiggins, Partner
Business Category
  • Financial Planning Consultants
  • Life Insurance
  • Disability Insurance
  • Investment Advisory Services
  • Retirement Planning Services
  • Financial Services

Products & Services
This company provides comprehensive financial planning services exclusively to physicians on a nationwide basis. They also offer business planning, retirement, investments and disability and life insurance services.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.




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