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8035 Eiger Drive, Lincoln, NE 68516

(402) 228-1759
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Products & Services

Your financial life is made up of many moving pieces. At Muehling Financial, we take a personalized approach to helping you understand your options and build a financial strategy around your goals, priorities and stage of life. Explore the investment, financial planning and insurance services we offer below.

Investments

  • Mutual Funds - Professionally managed investment funds that pool money from many investors across a collection of securities.


  • Educational IRA - A tax-advantaged account designed to help families save for qualified education expenses.


  • Traditional IRA - An individual retirement account that offers tax-deferred growth and may provide tax benefits on eligible contributions.


  • Roth IRA - An individual retirement account funded with after-tax dollars that may allow qualified withdrawals to be taken tax-free.


  • SEP IRA - A retirement plan designed primarily for self-employed individuals and small business owners to save for retirement.


  • Simple IRA - A retirement savings plan that allows eligible small businesses to offer employees a way to contribute toward retirement.


  • Brokerage Accounts - Investment accounts that allow individuals to buy and hold securities such as stocks, bonds, mutual funds and other investments.


  • Government Securities - Debt investments issued or backed by government entities that can play a role in income generation and portfolio diversification.


  • Variable Annuity - A long-term insurance contract that combines investment options with features designed to provide income, often during retirement.

Financial Strategies

  • Retirement Plans - Strategies designed to help individuals and families prepare financially for retirement and their long-term income needs.


  • Tax-Efficient Investing - Investment strategies that consider the potential tax impact of financial decisions while working toward your long-term goals.


  • 401(k) Planning - Guidance for understanding and incorporating your 401(k) into your broader retirement and financial strategy.


  • 403(b) Planning - Planning designed to help eligible employees understand and make informed decisions about their 403(b) retirement accounts.


  • College Funding - Strategies designed to help families prepare for future education expenses while balancing other financial priorities.


  • Estate Planning Strategies - Financial strategies that consider how your assets may be managed and transferred as part of your broader estate plan.


  • Money Purchasing Plans - Employer-sponsored retirement plans that provide contributions based on a predetermined formula for eligible employees.


  • Profit Sharing Plans - Employer-sponsored retirement plans that allow businesses to make discretionary contributions to eligible employees’ retirement accounts.

Insurance

  • Disability Income Insurance - Coverage designed to help replace a portion of your income if an illness or injury prevents you from working.


  • Life Insurance - Coverage designed to provide financial protection for your loved ones and help address financial needs following your death.


  • Long-Term-Care Insurance - Coverage designed to help with certain costs associated with extended care services that may be needed later in life.