1055 North 115th Street, Suite 204, Omaha, NE 68154

(402) 397-5033
Jeff@JeffIngraham.com
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BUILDING BETTER RETIREMENT 

 one client at a time

MEDICARE & SOCIAL SECURITY

planning for your needs

FOCUSING ON WHAT MATTERS

for your future

Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

Plan

Individualized strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

Hi, I'm Jeff

Hi, I'm Jeff

After helping people retire well for over 20 years, Jeff is in touch with the matters that most concern you and your friends. He works to equip individuals to allocate and multiply resources while balancing risks wisely.

Jeff specializes in preparing his clients for life after retirement and addresses concerns such as protecting and managing retirement assets, the risk factors involved in today’s market, healthcare needs and creating personalized strategies for estate maximization.

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn More
Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
Learn More
The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.
Learn More

When Markets React

When markets shift, experienced investors stick to their strategy.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More

Meet Our Team

Christina Ingraham

Christina Ingraham

Executive Assistant

Jeff Ingraham

Jeff Ingraham

President and CEO

Robin Lund

Robin Lund

Executive Assistant

Download our complimentary Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Questions? Comments?

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