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Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
The Schubert & Lassek Group
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Merrill Lynch
Wealth Management
Life has many events and unexpected turning points that we need to plan for. At The Schubert & Lassek Group, our goal is to be the first call you make for all of life’s milestones, triumphs, and transitions. We are committed to developing lifelong, multigenerational relationships that evolve with you and your family to help you manage, preserve, and transition your wealth for future generations.
The Schubert & Lassek Group
Welcome
The Schubert & Lassek Group is a multi-disciplinary wealth management team with more than 100 years of combined financial services experience. Longtime Nebraska residents, we are privileged to help our clients, who are an extension of our family, friends, and neighbors with all of their wealth management needs. They are busy and successful people, and we pledge to remain a constant in their lives.
Diverse in age and experience, every member of our family-styled team is committed to the same set of values and principles, along with a disciplined process designed to better organize your financial life, help you preserve your wealth, and pursue your financial goals. It is this foundation that offers us a unique collective insight into the history and future outlook of wealth management and helps us meet a variety of financial needs that may occur during the various stages of your life and the lives of your children and grandchildren.
We relish the opportunity to apply our knowledge and skills, harnessing the extensive resources of Merrill and the banking convenience of Bank of America to advance your goals, streamline financial management, and intensify the beneficial outcomes of wealth for successive generations. We foster a boutique-style environment that prioritizes warmth and individualization yet offers the resources and capabilities of a global financial firm.
Our goal is to offer you straightforward answers and uncomplicated strategies that lead to smarter, more informed decisions. No matter what your priorities are, we combine actionable planning and objective advice to help you turn your goals into reality.
Philosophy
No two people are alike. Consequently, there is no single wealth management approach that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can we help you position yourself to identify and address financial challenges and potential opportunities. To that end, we will thoughtfully employ our experience and resources to help guide you as you pursue your goals.
How we help clients
Clients at various stages in their lives count on us to help them find ways to pursue their financial and life goals, including:
- The retirement lifestyle they envision
- Preparing for the cost of the best education possible for their children and grandchildren
- Wealth transfer to the next generation
- Establishment of their legacy through family foundations and philanthropy
- Diversifying business interests
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Capabilities
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Focus On Individuals, Families and Business Owners
We offer clients a breadth of strategies, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, we begin by defining and prioritizing your financial goals based on the following seven areas:
• Health: Managing healthcare expenses, now and in the future
• Home: Upsizing, downsizing, remodeling or buying a vacation home
• Family: Taking care of your family and other people in your life
• Leisure: Spending your free time in meaningful ways
• Giving: Volunteering, mentoring others and giving to charities
• Work: Working in retirement, selling or starting a business
• Finance: Bringing it all together and defining your financial goals
We'll also draw on our industry knowledge and experience to make recommendations for strategies around the following:
• Credit and banking needs through Bank of America
• Risk management
• Trust and estate planning services
• Investment management
Educational Events
Our team hosts several educational dinner events and small group meetings in the Omaha and Lincoln areas.
If you and/or a guest have any interest in attending any of our events, please do not hesitate to contact us.
*Reservations are required for each event.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Kathryn Schubert
Forbes "Top Women Wealth Advisors Best-in-State” 2022 - 2023
Published annually in February. Rankings based on data as of Sept 30 of prior year.
Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
Get To Know Us
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Tiffany Blacksten
Wealth Management Banking Specialist
Merrill
Brent Smitko
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #505779
Joseph McCullough
Wealth Strategist
Merrill
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Articles
Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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