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Our Services

Our Services

Our Services

For over 17 years, HBE Wealth Management LLC has provided true wealth management services for individuals, businesses, and retirement plans throughout Lincoln and Southeast Nebraska.

As a member of the BAM ALLIANCE, the firm provides a holistic, all encompassing investment approach that goes beyond basic advice and incorporates all facets of our clients’ financial lives, from tax and estate planning to risk management, retirement funding, charitable giving and beyond.

HBE Wealth Management Services include:

  • Legacy and Estate Planning
  • Retirement Planning
  • Social Security Benefit Claiming Analysis
  • Portfolio Management
  • Business Planning Strategies