FP Wealth Management

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FP Wealth Management FP Wealth is an independent wealth management firm focusing in financial planning and investments for individuals, families, and businesses. Today. Tomorrow.

Working with a financial advisor isn’t just about the numbers, it’s about confidence and having someone looking out for your best interests at all times. At FP Wealth Management, Inc., we believe in offering our clients a full-client service experience. We want them to know their financial success is our first priority. Our team of professionals combines decades of financial industry experience with uncompromising integrity and dedication to customer service. Today, FP Wealth Management, Inc. has grown to a team of five professionals who serve close to 600 households, but we have retained our client-centric approach. The primary focus of our financial services business is wealth management planning for individuals and families. Our wealth management services starts the day you become a client…continues many years into the future…and eventually leads to helping with the estate transfer to the client’s chosen beneficiaries and favorite charities. Forever. FP Wealth Management, Inc. Find out more about our team, our client-first philosophy, and our range of financial services at http://www.FP-Wealth.com/! Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA and SIPC, and a registered investment advisor. Insurance offered through FP Wealth Management Inc., which is not affiliated with SagePoint Financial. SagePoint Financial Services:
http://sagepointfinancial.com/disclosures/socialmedia

Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

How much could you receive from Social Security? Here’s what to expect.
10/23/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportuni...
10/22/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

Ever heard of a Roth 401(k)? Would one be right for you?
10/21/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

10/19/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
10/16/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

10/14/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

10/09/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sur...
10/08/2026

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sure annuities are part of your financial strategy. Explore this resource to learn how annuities can enhance your retirement plan.https://s3.amazonaws.com/static.contentres.com/media/documents/1666bc5d-991f-4f26-9364-a2e1bb539c7c.pdf

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Address

Lincoln, NE

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm

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