Willeke Financial Group, LLC

Willeke Financial Group, LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC. Craig Willeke, is not licensed in all jurisdictions.

I entered the financial services industry in 2003 prior to that I worked in the health care industry as an Occupational Therapist. One of the things that I love most about my career is educating my clients. I believe that my healthcare background give me a rare perspective in planning for the unknown. I enjoy helping my clients achieve their goal, but I don't think that financial planning should t

ake up much time. I believe in efficiency automation and my goal is to deliver the most value to my clients with the least amount of work on their end. A few interesting items about me:
 30+ years martial arts practice
 Huge fan of green technologies and electric transportation
 I enjoy traveling. Favorite vacation spot so far is Germany

To learn more about me and my business, visit my webpage at: www.WillekeFinancialGroup.com

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Craig Willeke is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. CA Lic. #4370531

1221 N St Ste 800, Lincoln, NE 68508
(402)483-6656. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Willeke Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Willeke Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
08/17/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/3UeR1Qd
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4wqph9v
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve b...
07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4xfO54n
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions be...
06/25/2026

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions behind them isn't always comfortable.

But understanding what's out there is a lot easier than most people expect. We put together a really clear breakdown of the main policy types—what they are, how they differ, and what's worth considering depending on where you are in life:

https://nyl.co/4xNsyAZ

If it raises any questions or you'd like to talk through what makes sense for your situation, I'm here. Just send me a message.

This Juneteenth, take time to honor history, celebrate progress and support one another.
06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

Address

1221 N Street, Ste 800
Lincoln, NE
68508

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