About Me
I’m an Omaha, NE based businessman focusing on helping individuals/families with health insurance, life insurance, wealth building & retirement planning
The majority of Americans are very well intentioned with their pursuit of building wealth & financial freedom but they go about it not knowing which advice is truly good to follow. Many of them are convinced they should have someone manage it for them despite the fact that they will have to pay a fee regardless of how that money is managed and how it performs. Sometimes, this makes sense but based on your goals, needs, & current situation, it may not necessarily be the most optimized approach to retirement.
Something else I see a lot in the industry is that people are either advised to take far too much risk when it comes to wealth building strategies or are far too conservative and are hardly making their money go to work for them at all. Another thing many people don’t think about is protecting themselves in the unexpected situations that do happen in life. The truth is, there is no one-size fits all approach that can be applied when working with people on their financial strategy. That’s why it’s good to sit down with someone who will take a step back and look at the whole picture with you.
My Approach
- Unfortunately, I believe that most people are led astray when it comes to financial planning and, as a result, they end up not having enough to live on during retirement without being forced to pick up another job. Working in retirement can be great if that’s what you desire! One of my main goals is helping you best prepare so you can make that choice for yourself.
- I believe that every interaction with a potential client is an opportunity for me to leave them with some amount of knowledge they didn’t have before. And a financial gameplan they can take and run with. Whether you & I work together or not, and we may not because it’s not always the best fit, I want to leave you better off than you were before you talked with me.
- I have experience in a variety of business ventures which I believe allows me to understand strategic approaches to money/building wealth that many people cannot. I have a lot of life experience which translates much more than just head knowledge.
- When it comes to retirement planning, I like to address these major areas that people often overlook: being able to cover your basic living expenses by creating income for life, how to protect your money against the awful I word – Inflation, Long Term Care planning, how to build Generational Wealth while minimizing or eliminating the tax-burden on your family (legally of course!)
- With health/life insurance, it really boils down to the same thing that retirement boils down to..and that’s helping you eliminate your concerns, protect your assets from the biggest risks they’re exposed to, and growing what you’ve worked so hard for up to this point! There are a variety of products designed specifically for individuals in different situations & seasons of life. Just as a doctor prescribes treatment that’s catered specifically for that individual, I like to approach my clients in the same way.
Meet Nick
Hey guys, I want to introduce myself here real quick! And hopefully I get the chance to meet some of you as well! This is me, Nick, the owner of Moor Prosperous Financial Services. I got into this business 4 years ago which I want to tell you a bit about. I grew up seeing my dad devote himself to this industry and to the clients he serves. And it really impacted me seeing the way he took care of people and found such deep satisfaction in his work. However, I never thought I’d become “that insurance guy” haha…well fast forward to 2020 and I had a phone call with a guy that changed my whole life!
And the result? You guessed it! I got into the insurance industry.
And I’m so thankful that I did! The work itself is a blessing but what’s even more of a blessing is the relationships I’ve been able to build with my clients. I’m still blown away how deeply I’ve gotten to know people, their struggles, and what’s going on in their lives. And being a man of faith, I’m extremely grateful it’s given me a chance to speak life, encourage them & be a light!
