Lance Wright: Financial Advisor at Mutual of Omaha

Lance Wright: Financial Advisor at Mutual of Omaha As a financial Advisor I help clients protect, grow, and distribute wealth on their own terms to address their financial planning needs now and for the future.

401(k) regulations are complex – it’s possible to miss something that could put your company's retirement plan at risk. ...
05/31/2026

401(k) regulations are complex – it’s possible to miss something that could put your company's retirement plan at risk. I can help you simplify the process, reduce risk, and uncover smarter solutions for your business.

Is managing your company’s 401(k) plan becoming more of a headache than it should be? Let’s connect and explore options ...
05/21/2026

Is managing your company’s 401(k) plan becoming more of a headache than it should be? Let’s connect and explore options to simplify your company’s 401k plan—so you can focus on running your business, not chasing paperwork.

Has your company’s workforce been growing? As your workforce expands, it’s smart to revisit your company’s retirement pl...
05/11/2026

Has your company’s workforce been growing? As your workforce expands, it’s smart to revisit your company’s retirement plan. Let’s connect and make sure it still fits your team’s needs.

Choosing the right retirement plan for your company? Understanding the differences between plans can help you make the b...
05/01/2026

Choosing the right retirement plan for your company? Understanding the differences between plans can help you make the best choice for your business and your employees. Let’s break it down together.

04/28/2026

What does your financial house look like?

Not sure where to start?

Take a step back and think about it:
• What are your short-term, intermediate, and long-term goals?
• What are you currently doing to reach them?
• What steps can you start taking today to better position yourself for the future?

If these are questions you’ve been asking yourself, you’re not alone—and you don’t have to figure it out on your own.

I enjoy helping individuals and families create clarity, build a plan, and move forward with confidence.

Let’s build your financial house together. 🏡

Contact me with your Questions.

04/27/2026

If owner compensation is inconsistent, it can create unnecessary financial stress.

This episode of Make It Personal walks through how more intentional pay strategies can support both business and personal finances.

🎧 Watch here: https://mutualofomaha.co/3QvEu9q

Many business owners pay themselves last. But if your business can’t support consistent owner pay, it may be time to ret...
04/23/2026

Many business owners pay themselves last. But if your business can’t support consistent owner pay, it may be time to rethink the structure.

Episode 68 discusses how building in compensation can create stability for both you and your business.

🎧 Watch here: https://mutualofomaha.co/4vNtzYO

04/23/2026

In your Initial Enrollment Period and not sure where to begin?

Not even sure what your Initial Enrollment Period is?

Wondering how to sign up for Medicare Part A & B—and what comes after that?

You’re not alone. Medicare can feel overwhelming, but it doesn’t have to be.

If you have questions or just want a clear, simple walkthrough, I’m here as a resource and happy to help every step of the way.

Let’s walk through it together.

📩 Refer to my contact information.

Phone: 712-314-0576
Email: [email protected]

Thinking about switching your company’s retirement plan? Converting your company’s retirement plan could be easier than ...
04/22/2026

Thinking about switching your company’s retirement plan? Converting your company’s retirement plan could be easier than you think. I’m here to help guide you through it. Contact me to learn more.

04/20/2026

Revenue doesn’t always reflect financial stability—cash flow does.

This episode of Make It Personal breaks down why understanding your cash position is key to making confident business decisions.

🎧 Watch here: https://mutualofomaha.co/4tiss1r

Address

1820 NW 118th Street, Ste 210
Clive, IA
50325

Telephone

+17123140576

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