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Guiding You To

Financial Success

Guiding You To

Financial Success

Clients

 

Young Professionals

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Busy Boomers

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Women and Wealth

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Employer-Sponsored Retirement Plans

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Philosophies

 

Wealth Management

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Strategic Investing

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Life Insurance Strategies

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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Learn more about our amazing team of professionals.

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Nancy Laug-Sholin is a Financial Advisor and the Owner of Keystone Financial Services in Omaha, Nebraska. Nancy graduated from...

Nancy Laug-Sholin

CLU, CHFC

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Nancy Wheeler-Bertacini is a Financial Advisor at Keystone Financial Services. Nancy has over 30 years of experience in the industry....

Nancy Bertacini

LUTCF IAR

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Justin Sholin has been a Financial Advisor and Investment Analyst at Keystone Financial since 2010. Justin graduated from the University...

Justin Sholin

CFP®

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Travis Sholin is a Financial Advisor at Keystone Financial. Travis received his Ph.D. from Kansas State University, MBA from Creighton...

Travis Sholin

PhD, CFP®

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  Blake joined our team in 2018 after moving to Omaha from Denver, Colorado with his wife and two dogs. Blake had spent time previously...

Blake Peterson

Financial Advisor

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Hope has over ten years of accounting experience working with small businesses, startup companies, and individuals/families. He is skilled in...

Hope Dogbevia

MBA

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

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Ask Us A Question

 

Phone: 402-392-1212
Fax: 402-392-1490
Toll Free:

Email: nancy@keystonefinancial.us

9802 Nicholas st Suite 315, Omaha, NE 68114

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Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Keystone Financial Services, a Registered Investment Advisor. Private Client Services and Keystone Financial Services are unaffiliated entities.

Our Advisors are Securities Registered in the follow states: AZ,AR,CA,CO,FL,GA,ID,IL,IA,KS,MD,MS,MI,MN,MO,NE,NV,NY,NC,OR,PA,SC,SD,TN,TX,UT,VA

Our Advisors offer advisory products and services in the following states: AZ,AR,CA,CO,FL,GA,ID,IL,IA,KS,MD,MS,MI,MN,MO,NE,NV,NY,NC,OR,PA,SC,SD,TN,TX,UT,VA

 

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