ELKHORN VALLEY INVESTMENTS

Explore our tailored investment services to help you preserve and manage your wealth with personalized guidance.

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WEALTH MANAGEMENT AT ELKHORN VALLEY INVESTMENTS

At Elkhorn Valley Investments, our approach to wealth management is personalized to work toward your unique financial goals. We work closely with you to create tailored strategies that align with your objectives, risk tolerance, and investment horizon. As a fiduciary, we are committed to always acting in your best interest.

We provide a comprehensive range of professional investment products and services to help you preserve and manage your wealth:

  • Traditional & Roth IRAs
  • Retirement Savings Rollovers
  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Estate Planning
  • Insurance
  • Assistance navigating Social Security & Medicare*

*Elkhorn Valley Investments and LPL Financial are not endorsed by or affiliated with the U.S. Social Security Administration, the U.S. Centers for Medicare and Medicaid Services, or any government agency. 

Business Retirement Solutions

Whether you’re a small business owner or run a larger organization, we offer a variety of retirement plan options designed to meet your company’s needs.

401(k) Plan

  • High level of salary deferrals for employees
  • Optional annual employer contributions
  • Flexible plan customization
  • Suitable for businesses of any size

Simple IRA

  • Funded primarily through employee salary deferrals
  • Employer matches up to 3%
  • Easy and economical to administer
  • Ideal for businesses with up to 100 employees

SEP IRA

  • No IRS filing or reporting required
  • Employer-only contributions for eligible employees
  • Simple to administer
  • Designed for owner-only businesses or those with few employees

Our Wealth Management Process

At Elkhorn Valley Investments, our approach is centered on you. Here’s how we work to help you work towards your financial goals:

Understanding You and Your Goals

We begin by getting to know your lifestyle, financial aspirations, and long-term goals. From understanding your comfort with risk to your legacy intentions, we ensure every decision is aligned with what matters most to you.

Crafting a Personalized Financial Plan

Next, we develop a tailored financial plan that frames your goals within a practical financial strategy. This plan is flexible and evolves as your needs and circumstances change. We’ll review and adjust the plan regularly, especially during critical life transitions.

Building a Diversified** Investment Portfolio

We construct a diversified portfolio tailored to address your specific objectives. If you’re transitioning from another advisor, we can review your existing investments to ensure they align with your goals and suggest tax-efficient adjustments where necessary.

Ongoing Communication and Support

We are committed to providing exceptional client service through ongoing communication. You’ll receive detailed quarterly reports and updates tailored to your evolving financial situation. Our team is always here to support you when navigating market changes or significant life events.

At Elkhorn Valley Investments, we help you plan for today and tomorrow, ensuring that your financial strategy evolves with your life.

**Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio; it is a method used to help manage portfolio volatility.

OUR WEALTH MANAGEMENT TEAM

Contact our advisors to discuss options that may be suitable for you.

ROD HUNKE

Financial Advisor

411 East 7th Street, Wayne, NE
402.375.2541

CASEY HERBOLSHEIMER

CERTIFIED FINANCIAL PLANNER™

404 South 25th Street, Norfolk, NE
402.371.0722

CARTER HERBOLSHEIMER

Financial Advisor

404 South 25th Street, Norfolk, NE
402.371.0722

KELLI THORTON

Non-licensed Wealth Management Assistant

404 South 25th Street, Norfolk, NE
402.371.0722

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Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 

*Elkhorn Valley Investments and LPL Financial are not endorsed by or affiliated with the U.S. Social Security Administration, the U.S. Centers for Medicare and Medicaid Services, or any government agency.

**Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio; it is a method used to help manage portfolio volatility.

Elkhorn Valley Bank & Trust and Elkhorn Valley Investments are not registered broker/dealers and are not affiliated with LPL Financial

Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. LPL Financial Form CRS. To Access FINRA Broker Check Click Here

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Elkhorn Valley Bank and Elkhorn Valley Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Elkhorn Valley Investments, and may also be employees of Elkhorn Valley Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Elkhorn Valley Bank or Elkhorn Valley Investments. Securities and insurance offered through LPL or its affiliates are: 

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency

We are registered in the following states: Arizona, Colorado, Florida, Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, New Mexico, South Dakota, and Texas.