Nate Workentine, RICP, Co-Owner with Tandem Financial Team LLC

Nate Workentine, RICP, Co-Owner with Tandem Financial Team LLC At Tandem Financial, we do things differently. Our planning starts with great questions and deep conversations to uncover what truly matters. (402) 496-6400.

We align your wealth with your life’s purpose—going beyond the numbers. Let’s talk about what really matters. Most financial advisors focus on numbers. At Tandem Financial Team, we focus on you. We believe the best financial plans don’t start with spreadsheets—they start with great questions and deep conversations. By taking the time to understand your values, priorities, and vision for the future

, we design customized strategies that help you build, protect, and pass on your wealth with purpose. We specialize in guiding high-income professionals and business owners through complex financial decisions, ensuring your plan supports the life and legacy you want. Let’s start the conversation. Your future deserves a plan that fits you. Nate Workentine is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. Nate Workentine is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Nate Workentine is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Nate Workentine is not licensed in all jurisdictions. Neither Tandem Financial Team LLC 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. Tandem Financial Team is not owned or operated by New York Life Insurance Company or its affiliates.
18140 Burke St., Suite 201, Elkhorn, NE 68022. 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. Registered branch address:
1221 N Street
Suite 800
Lincoln, NE 68508

What built your wealth…won’t keep it.Most high earners stay in accumulation mode too long.Earn more.Reinvest.Defer.It wo...
06/10/2026

What built your wealth…
won’t keep it.

Most high earners stay in accumulation mode too long.

Earn more.
Reinvest.
Defer.

It works—until it doesn’t.

Because eventually, it’s not about making more…

It’s about keeping it.

06/04/2026

When it comes to taxes, most people default to “defer, defer, defer.”

But that’s not a strategy—it’s a habit.

Sometimes paying taxes now is the move…
Especially if it puts you in control later.

Better question to ask:
“Am I choosing this—or just reacting?”

Intentional always wins.

06/04/2026

Same income.
Similar investments.
Very different outcomes.
Most people think better outcomes come from better investments.
Often, they come from better coordination.
That's what we help people see every day.

https://tandemfinancialteam.com/biggest-risk

Tax strategy isn’t just how much you pay…It’s when you pay it.Pay now or pay later—both can work.The win is in being int...
06/01/2026

Tax strategy isn’t just how much you pay…

It’s when you pay it.

Pay now or pay later—both can work.

The win is in being intentional.

Because the right timing?
That’s what fuels long-term wealth.

05/29/2026

Most plans look “complete” on paper…

But the pieces don’t actually talk to each other.

Your investment strategy impacts your taxes.
Your tax strategy impacts your legacy.
Your risk plan impacts all of it.

If those decisions are being made in silos, you don’t have a plan—

You have a collection of products.

Real planning is integration.

05/29/2026

Same income.

Similar investments.

Very different outcomes.

Most people think better outcomes come from better investments.

Often, they come from better coordination.

That's what we help people see every day.
https://bit.ly/4fAwChc

Most financial plans look like a series of products purchased over time.Investments. Accounts. Insurance.Individually, t...
05/26/2026

Most financial plans look like a series of products purchased over time.

Investments. Accounts. Insurance.

Individually, they make sense.

But they’re not designed to work together.

A real financial plan isn’t a list.

It’s a system—built around you.

05/25/2026
05/21/2026

If you’re a business owner or high earner, things are probably going well.

Income is strong. Investments are growing.

But most financial decisions are still being made separately.

Over time, that’s where outcomes start to drift.

Not because anything is “wrong”…

But because everything isn’t working together.

That’s the difference between where things are headed today—

and what becomes possible with intentional planning.

If you want to see how this applies to your situation, you can explore it here:

https://bit.ly/4fAwChc

Address

1221 N Street , Suite 800
Lincoln, NE
68508

Opening Hours

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

Telephone

+14024138327

Website

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