Investment Advisory Services in Omaha, NE

Investing Shouldn’t Feel Like a Risky Guess

Whether you’re saving for your next real estate purchase in West Omaha, rolling over a 401(k) from your last job downtown, or just trying to make your savings work harder—Straight Talk CPAs offers investment advisory services built for real people with real goals.


We help Omaha professionals and entrepreneurs make confident, tax-efficient investment decisions without sales pressure or complexity.

We understand Omaha’s economy—from its steady job market and real estate opportunities to the mindset of local business owners. But we also know your wealth shouldn’t stay boxed in.



Our approach connects local goals with national and global investment opportunities so your money works as hard as you do—wherever it goes.

Local Understanding + National Perspective

We don’t sell investment products, and we don’t work on commission. Our advice is built around what’s right for you—nothing else.


Whether you’re just starting or already building momentum, we help you:

  • Design an investment plan tied to your timeline and risk profile
  • Diversify in a way that protects your future, not just your portfolio
  • Align investments with your business, personal, and retirement goals
  • Stay focused—even when the market gets noisy



You get transparent guidance, real-world context, and a plan that actually makes sense.

Clear Strategy. No Sales Pitch.

Case Study: From Idle Savings to Intentional Growth

Meet Eric, a self-employed physical therapist in Omaha. He had $68,900 saved across a checking account, a brokerage account he hadn’t touched in a year, and a 403(b) from a former employer. He wasn’t sure how to invest or what he was working toward—he just knew he wanted more direction.


Here’s how we helped:

Defined clear financial targets

We helped Eric outline his top three goals: buying a larger home in five years, retiring by 60, and maintaining flexibility to reduce hours by age 50.

Consolidated and rebalanced his accounts

We rolled over his 403(b), reorganized his brokerage holdings into a more diversified, tax-efficient mix, and aligned it all to a single, personalized strategy.

Set up monthly automated contributions

Eric now contributes $1,000/month to a SEP IRA and $500/month to a taxable account—automatically, with no guesswork.

Integrated tax planning

We worked with our CPA team to optimize contribution timing and reduce his 2024 tax liability by $3,980.

Built a visual, trackable progress dashboard

Eric now sees exactly how his savings and investments are trending toward his home and retirement goals—with quarterly check-ins to adjust as needed.


Results:

  • Investment value grew by 11.4% in 12 months
  • Down payment fund reached $35,400 ahead of schedule
  • Eric now feels focused, consistent, and in control of his money

“Before, my savings just sat there. Now every dollar has a job—and I finally know where I’m headed.”
— Eric T., Omaha Business Owner

Why Work With an Investment Advisor?

Could you go it alone? Sure. But smart investing isn’t just about buying low and selling high. It’s about:

  • Managing risk without losing momentum
  • Staying consistent even when the market swings
  • Structuring your portfolio for long-term tax efficiency
  • Aligning your investments with business cash flow or exit timelines

Our clients don’t just get a better portfolio—they get peace of mind, clarity, and someone to call when things change.

FAQs

  • Do I need a large portfolio to get started?

    Not at all. Many of our clients start with $10,000 or less. It’s about building habits, not hitting a magic number.

  • Can you help with both personal and business-related investing?

    Yes. We regularly help entrepreneurs coordinate investing with business income, payroll timing, and exit planning.

  • Do you sell investment products or earn commissions?

    No. We’re independent and fee-based. That means your success—not sales—is our only goal.

  • How do we meet and communicate?

    Virtually. All meetings, dashboards, and strategy sessions are handled securely online—with ongoing support throughout the year.