Alan Hauschild CFP®, CLTC

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I can offer a new level of attention, insight and capability.

Alan joined Heritage Financial in February 2016.  Alan is a member of the Million Dollar Round Table (MDRT). Alan earned the Certified Long-Term Certification (CLTC) designation in 2016 and his Certified Financial Planning™" in 2019. He holds his Series 6, 7, 63, & 65 registrations and his Life, Long-Term Care, Annuities, Home, Auto, Accident and Health licenses. He is a Registered Representative and Investment Advisor Representative.

Serving the community is a cornerstone of Alan’s professional practice.  Alan served on the Board of Directors for Omaha Society of Financial Service Professionals and the West O Chamber of Commerce.  He is also active with Rotary and Centersphere, as well as serving on many committees including being the Fundraising Chair for the Omaha Alzheimer’s Association Walk for a Cure in 2016 & 2017.

Alan is a proud Father of two wonderful children - Kyla and Logan.  Alan enjoys their school and sporting activities.  Alan also enjoys tennis, running, watching sports, and reading financial publications. 

Alan is passionate about offering financial education to his clients. He conducts numerous educational workshops on financial matters. Alan focuses in the following areas:

  • Preparing for Retirement
  • Estate Planning Considerations
  • Comprehensive Financial Planning
  • Wealth Distribution
  • Investment Planning
  • 401(k) and other Retirement Strategies
  • Business Succession Strategies
  • Social Security & Medicare Strategies 


Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics.