Wealth Management Services in Omaha, NE
Your Wealth, Your Plan—With Strategy That Makes Sense
Whether you’re building a business near Westroads Mall, preparing for retirement in Elkhorn, or planning your next investment from your Old Market office, Straight Talk CPAs helps Omaha professionals and entrepreneurs grow and protect their wealth with clarity.
We’re not here to pitch products—we’re here to build a real plan based on your goals, income, lifestyle, and future vision.
We understand Omaha’s economy—its steady growth, low cost of living, and deep entrepreneurial spirit. But we also know your wealth doesn’t stop at city limits. Our approach connects local priorities with national investing strategies to support growth, flexibility, and long-term momentum.
Our services include:

- Personalized investment strategies tailored to risk and life stage
- Tax-smart planning built into every recommendation
- Retirement, real estate, and legacy strategies
- Financial forecasting tools to visualize your future
Omaha Roots. National Insight.
Wealth Strategy for Real Life
You’re not a spreadsheet—and your wealth plan shouldn’t be either. We work closely with you to define success on your terms, then create a roadmap that reflects your unique goals.
We support clients working toward:
- A second home in Western Nebraska or Arizona
- A 5-year exit plan from their business
- Long-term savings for education and healthcare
- Funding retirement while still managing business growth
- Building a family legacy through structured wealth transfers
No matter your starting point, we help you move forward—one strategic step at a time.
Meet Melissa, an Omaha-based orthodontist who had $72,400 in savings, an old 401(k) from a previous employer, and no clear investment strategy. She earned good income but wasn’t sure how to grow or protect it. She described her planning approach as “crossing my fingers and hoping for the best.”
Here’s how we helped Melissa create a real plan:
Defined short- and long-term goals
We outlined her top priorities: saving for a second property within five years, funding retirement by 60, and managing cash flow to support part-time work as she transitions out of clinical care.
Consolidated and reinvested old accounts
We rolled over her 401(k) into a diversified, low-fee investment portfolio and aligned it with her target retirement age and risk profile.
Set up automated contributions
We established $1,250/month contributions to a SEP IRA and opened a taxable brokerage account to support her second-home savings goal.
Reduced her 2024 tax liability by $5,210
By leveraging retirement contributions and strategic timing on a planned equipment purchase, we created real-time tax savings that supported her financial plan.
Created a simple tracking dashboard
Melissa now tracks her portfolio, goals, and net worth through a secure portal with quarterly reviews to adjust as needed.
Results:
- Total investment value grew by 17% over 12 months
- Down payment fund now sits at $38,000
- She now feels confident in both her retirement and lifestyle goals
“I always felt like I was doing okay—but now I know I’m actually building something with direction. It’s empowering.”
— Melissa F., Omaha Business Owner
Case Study: From Inconsistent Saving to Purposeful Growth
Explore Our All Services in Omaha, NE
List of Services
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Accounting ServicesOmaha Accounting Services
Straight Talk CPAs provides expert virtual accounting services in Omaha, NE—helping business owners simplify finances, increase clarity, and build a stronger foundation for growth.
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CPA ServicesOmaha CPA Services
Straight Talk CPAs offers virtual CPA services in Omaha, NE—supporting established businesses with strategy-first accounting, CFO-level insight, and flexible service packages tailored to your growth.
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Business Tax Planning ServicesOmaha Business Tax Planning Services
Straight Talk CPAs offers proactive tax planning services in Omaha, NE—helping businesses reduce liabilities, forecast smarter, and stay on top of their tax game with flexible packages and year-round support.
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Business Tax Preparation ServicesOmaha Business Tax Preparation Services
Straight Talk CPAs offers professional tax preparation services in Omaha, NE—helping business owners file accurately, save on taxes, and plan ahead with flat-rate CPA packages that eliminate stress.
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CFO ServicesOmaha CFO Services
Straight Talk CPAs offers outsourced CFO services in Omaha, NE—helping growing businesses make confident, data-driven decisions without hiring a full-time CFO.
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Bookkeeping ServicesOmaha Bookkeeping Services
Straight Talk CPAs offers professional bookkeeping services in Omaha, NE—helping business owners clean up their records, stay compliant, and plan ahead with clarity through flexible service packages.
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Accounts Payable ServicesOmaha Accounts Payable Services
Straight Talk CPAs offers accounts payable services in Omaha, NE—helping businesses automate invoice management, improve cash flow visibility, and eliminate late fees with smart, cloud-based systems.
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Retirement Planning ServicesOmaha Retirement Planning Services
Straight Talk CPAs offers retirement planning services in Omaha, NE—helping professionals and business owners build flexible, tax-efficient retirement strategies they can trust.
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Investment Advisory ServicesOmaha Investment Advisory Services
Straight Talk CPAs offers independent investment advisory services in Omaha, NE—helping business owners and professionals invest with confidence, tax-smart strategy, and clear long-term goals.
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Wealth Management ServicesOmaha Wealth Management Services
Straight Talk CPAs offers wealth management services in Omaha, NE—helping professionals and business owners grow, protect, and plan their wealth with clarity, tax-smart strategy, and human support.
Why Clients in Omaha Choose Straight Talk CPAs
- Local Expertise: We understand Omaha’s economy, housing market, and business culture.
- Customized Plans: Every wealth plan is uniquely built—never pulled from a template.
- Integrated Tax Strategy: As CPAs, tax reduction is baked into every recommendation.
- Clear Communication: You’ll never be left guessing about your next step.
- Human Relationships: This isn’t a robo-advisor. It’s real planning with real people.
FAQs
Do I need to be wealthy to start?
Not at all. Many of our clients are still building their wealth. What matters most is having goals and a desire to grow with intention.
Can you help with both personal and business finances?
Yes. We often work with business owners to align personal goals with business income, exits, or liquidity events.
Do you sell investment products?
No. We operate independently and don’t earn commissions. Our only focus is what’s best for you.
Is tax planning included?
Yes. As CPAs, tax reduction is integrated into every wealth strategy we design.
How do I track my progress?
You’ll have access to a secure dashboard that shows portfolio performance, net worth, and goal progress—plus regular check-ins with your advisor.
