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 and achieved Foundation Club Status with Securian Financial Services in 2018. Alan earned the Certified Long-Term Certification (CLTC) designation in 2016 and his Certified Financial Planning (CFP) designation in 2019. He holds his Series 6, 7, 63, & 65 registrations and his Life, Long-Term Care, Annuities, Accident and Health licenses. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services.
Serving the community is a cornerstone of Alan’s professional practice. Alan serves on the Board of Directors of West O Chamber of Commerce. Alan was elected to the Board of Directors for the Omaha Society of Financial Services Professionals. Alan serves as President of the Omaha Senior Resource Group. Alan serves as Treasury for Omaha Burke PTO. He is also active with Partnership in Aging, Centersphere, Mustache 4 Kids, and serves 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
- Asset Preservation Strategies
- 401(k) and other Retirement Strategies
- Business Succession Strategies
- Social Security Strategies
Heritage Financial Services 1010 S. 120th Street Suite 200 Omaha, NE 68154 Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Heritage Financial Services is independently owned and operated.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
TR 2481163 DOFU 04-2019