Advisory Services

When facing the many challenges of high-net-worth planning, myriad challenges may arise that fall outside the traditional scope of financial planning and investment management. Our team is available for advisory services to address your business and personal planning needs, including: 

  • Plan Analysis and Second Opinion is available for affluent individuals who simply want a professional second opinion of their current financial plan, investment portfolio, or risk management strategy to help ensure you are on track. Based on the complexity of your needs, we may also utilize the services of outside professionals so we can provide valuable and useful insight into aspects of your plan. After we’ve delivered our assessment, we are available to coordinate with your team to facilitate any recommended changes. 


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Mutual of Omaha Investor Services, Inc. and its representatives do not provide tax or legal advice. Any tax or legal information provided here is merely a summary of our understanding and interpretation of some of the current regulations and is not exhaustive. Tax-law is subject to frequent change; therefore it is important to coordinate with your tax advisor for the latest IRS rulings and specific tax advice, prior to undertaking an investment plan.
Securities offered through Mutual of Omaha Investor Services, Inc. a Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc., a SEC Registered Investment Advisory Firm. Eagles' Club and Mutual of Omaha Investor Services, Inc are not affiliated.
Securities, Insurance and Advisory licensed in State of California. California Department of Insurance License Number 0660322. Also Insurance licensed in Kentucky.