Flatwater Wealth

Flatwater Wealth Personalized financial planning services helping individuals, families, and businesses in Central Nebraska Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents o

f the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Tax planning happens now, not in April. By the time you file, the year's closed. The income's already in the books. Most...
08/26/2026

Tax planning happens now, not in April.

By the time you file, the year's closed. The income's already in the books. Most of the moves that could've lowered your bill are already behind you.

If you're a business owner, now is the time to look at your structure, your estimates, and your deductions.

How people think about protecting their assets is changing. We break this down in our latest blog post!
08/20/2026

How people think about protecting their assets is changing. We break this down in our latest blog post!

Every financial journey looks different. At Flatwater Wealth, our role isn't to hand you a one-size-fits-all plan, it's ...
08/13/2026

Every financial journey looks different.

At Flatwater Wealth, our role isn't to hand you a one-size-fits-all plan, it's to walk alongside you as your path unfolds, bringing local decision-making and a true team behind every conversation.

We're proud to be a finalist for the 2026 Best of Grand Island Awards!Thank you to our clients and the Grand Island comm...
08/06/2026

We're proud to be a finalist for the 2026 Best of Grand Island Awards!

Thank you to our clients and the Grand Island community for your trust and support.

If Flatwater Wealth has been part of your financial journey, we'd love your support. You can vote once a day at GO.THEINDEPENDENT.COM/BESTOF26

Today's the day! Join us from 4:30–6:30 PM for our Ribbon Cutting & Open House at our Grand Island office!We're celebrat...
07/23/2026

Today's the day! Join us from 4:30–6:30 PM for our Ribbon Cutting & Open House at our Grand Island office!

We're celebrating 5 years of Flatwater Wealth and marking it with a newly expanded space we can't wait to show you. Come tour the office, visit with our team, and enjoy some appetizers while you're here.

Whether you've been with us since day one or you're just getting to know us, we'd love to see you today.

📍 Flatwater Wealth, Grand Island, NE
🕥 4:30–6:30 PM

🎉OPEN HOUSE GIVEAWAY 🎉Stop by tomorrow's Ribbon Cutting & Open House and enter to win one of TWO gift baskets! Each one'...
07/22/2026

🎉OPEN HOUSE GIVEAWAY 🎉

Stop by tomorrow's Ribbon Cutting & Open House and enter to win one of TWO gift baskets! Each one's packed with a tumbler, coffee mug, Vice Pro golf balls, koozies, notepads & pens.

Just leave your name and number — winners drawn live at the end of the night. You don't even have to stick around, we'll give you a call!

Five years ago, we decided to do things differently — keep decisions local, close to the clients and communities we serv...
07/20/2026

Five years ago, we decided to do things differently — keep decisions local, close to the clients and communities we serve. That idea became Flatwater Wealth.

We're proud of these five years, and grateful for everyone who's been part of them.

Read the full story in the link below and come celebrate with us this Thursday, July 23rd, 4:30–6:30 PM at our Ribbon Cutting & Open House.

📍 Flatwater Wealth, Grand Island, NE

Reminder: Our office and the markets are closed today in observance of the 4th of July. We'll be back Monday, July 6th. ...
07/03/2026

Reminder: Our office and the markets are closed today in observance of the 4th of July. We'll be back Monday, July 6th.

Enjoy the long weekend!

Happy Birthday to Lori! 🎉 From her love of organization to the joy she brings to our team, Lori makes Flatwater Wealth e...
07/02/2026

Happy Birthday to Lori! 🎉

From her love of organization to the joy she brings to our team, Lori makes Flatwater Wealth exciting every day. She's always the first to kick off a conversation and make people feel welcome, whether it's clients or coworkers.

We are all grateful for all you do, have a great day!

Address

410 Lexington Circle
Grand Island, NE
68803

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5am
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+13083849754

Website

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