So many factors have an impact on the way you plan for your financial future—from tax and accounting issues, to compensation and investments, to estate planning, and much more. Our team brings a unique perspective to executives and owners of closely held businesses. We offer a big-picture look at your current financial situation, and what you need to do to achieve your objectives.
Our professionals work together with a network of well-qualified advisors to provide guidance, direction and advice on issues that focus on:
Retirement planning
Tax planning
Stock option planning
Exit and succession planning
Living and revocable trusts
Estate planning (wills, trusts, beneficiaries) and annual gifting
Insurance
We believe in creating an atmosphere that encourages ongoing discussion about your goals—for today and down the road. Our objective is to serve you as a trusted diagnostician and advisor, helping you create a plan that complements both your business and personal financial and tax concerns.
Through our participation in local and national organizations and continuing education programs, Darst, Brune & Associates professionals stay current on subjects pertinent to wealth creation and retention. Members of our team are affiliated with the American Institute of Certified Public Accountants-Tax Division and the Omaha Estate Planning Council.
So many factors have an impact on the way you plan for your financial future—from tax and accounting issues, to compensation and investments, to estate planning, and much more. Our team brings a unique perspective to executives and owners of closely held businesses. We offer a big-picture look at your current financial situation, and what you need to do to achieve your objectives.