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OMAHA BUSINESS FINANCIAL PLANNER

You’re a business owner because you wanted to build something great. We respect that; Harris and Davis Financial Advisors is a family-owned business. Because of this, our business financial planners in Omaha have specific knowledge and experience to help you attract the best and brightest employees, while working with you to figure out current and future steps for your business. Count on us to help you with the appropriate resources and benefits that allow you to attract and retain skilled, qualified employees. We also provide advice and recommendations to reduce your tax burden and help you take advantage of profit sharing, SEP, and 401K plans in Omaha.

GETTING TO KNOW YOUR NEEDS

GETTING TO KNOW YOUR NEEDS

Before making recommendations, our business financial planners in Omaha meet with you and talk, gaining an understanding of you, your business, and what you hope to accomplish. From that first and subsequent meetings, we’ll suggest and advise, while also educating. This strategy empowers you to make the best decisions for your needs, whether they involve SEP, 401K, or profit sharing plans in Omaha.

DEFINED CONTRIBUTION PLANS

DEFINED CONTRIBUTION PLANS

Effective retirement plans help attract qualified employees, while keeping them with your company for a long time. Our knowledge includes setting up Simple IRAs or Simplified Employee Pension (SEP) plans in Omaha for your employees. We can also help you create a solo tax-advantage solo 401(k).

PROFIT SHARING AND COMPARABILITY PLANS

PROFIT SHARING AND COMPARABILITY PLANS

In Omaha, profit sharing plans can be a great way to compete against larger companies for prime employees. These plans can offer assets and tax-deferred growth. Comparability plans operate similarly, but help provide rewards to your loyal senior staff and key, hardworking employees.

OUR APPROACH

As an independent financial services firm, Harris and Davis’ business financial planners in Omaha have the experience to determine the beneficial financial solutions tailored to your specific needs.

Our Approach

OUR TEAM

Harris and Davis Financial Advisors stresses a collaborative approach to help support your financial goals. Customized plans are backed by professionals with years of experience.

About The Firm

CONTACT US

If you’re ready to learn more about building and maintaining your financial foundation, contact us for your no-obligation consultation.

Contact Us Today