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COVID-19 UPDATE: Face-to-Face Meetings moved to Phone or Virtual Until Further Notice

In lieu of recent concerns with the current social and economic conditions, our team is doing our part to honor recommendations made by local health officials. As members of our beloved community, we are taking proactive measures to practice social distancing recommendations. While we have always been dedicated to protecting the wealth of our clients, we also, and more importantly, care about your health and well-being. 

Effective immediately, we will be hosting all non-necessary appointments via email, phone, or virtual meeting. Our face-to-face appointments will be limited moving forward until further notice to ensure your safety.

As we’ve seen over the years, events like these can influence the markets in the short-term. When you see markets react to the latest news, remember: those reactions are a common occurrence, not necessarily a cause for alarm. Breaking news should not dissuade you from pursuing your long-term objectives.

While market volatility can be unnerving, know that we are keeping a close watch over these current fluctuations on your behalf. Most importantly, we are on the lookout for any emerging long-term trends that might impact your portfolio and will be sure to communicate with you if any actionable plans arise.

If you have any concerns in the meantime, please feel free to reach out – we are always here to help.

We truly appreciate your trust and we look forward to working together for years to come.

Grant Dorhout

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Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Your Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions. 

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Shared Values

Integrity. Leadership. Security. Legacy. We believe values matter, and we live by ours everyday.

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Resources

Want to learn more about retirement, social security, or estate strategies? 

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Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin

Welcome to the family

The reason we help people is simple. We see far too many clients, beloved members of our community, poorly plan for their golden years. We like to think of our client relationships as a stepping stone to helping as many retirees and pre-retirees as possible. Sadly, we won’t be able to help them all, but for those we can, we must.

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Our goals are your goals

We believe in creating different investment strategies for every stage in life that can help solidify a personalized investment plan and reach your goals in the smoothest way possible. People change. Your wants and needs are not the same as when you were a teenager, and your life reflects this. It is much the same with investments. Your investment plan should match your needs at any given time.

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Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Dorhout Retirement Services, Retirement Planning Services, Omaha, NE