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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5am Thursday 8am - 5pm Friday 8am - 4pm

Flatwater Wealth

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United States
Grand Island, NE
Flatwater Wealth

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Personalized financial planning services helping individuals, families, and businesses in Central Nebraska Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/28/2026

There's no one-size-fits-all approach to financial planning. Every family has different priorities, circumstances, and goals.

Kyle Upp offers a few thoughts on finding the right balance in his recent article.

https://www.flatwaterwealth.com/blog/putting-your-financial-priorities-right-order

10/22/2026

As year-end approaches, Kyle Upp walks through how to prioritize competing financial goals, including insurance, cash reserves, retirement savings, and giving back.

Read the full recap:
https://www.flatwaterwealth.com/blog/putting-your-financial-priorities-right-order

10/16/2026

Happy Boss's Day! We got a head start on the celebration this week with a team potluck. Thank you, Brett, Jeff, and Jeremy, for leading our team with integrity, care, and a good sense of humor!

10/07/2026

Planning sets the course. Investments drive growth. Estate planning protects what you've built. Tax strategy keeps more of it working for you. Thank you for trusting us with all four.

10/05/2026

Thank you to our clients and their families that joined us at Helgoth's Pumpkin Patch on Saturday. We loved celebrating fall with all of you and can't wait to do it again next year!

09/25/2026

We're almost a week away!

Our Fall Family Event is just around the corner, and we're looking forward to seeing you and your family there. Don't forget to RSVP by the 28th so we can save you a spot!

RSVP on our website:
flatwaterwealth.com/events

09/21/2026

Just a friendly reminder: Our Fall Family Event is coming up soon! We can't wait to celebrate the season with you and your family.

If you haven't RSVP'd yet, be sure to save your spot today.
flatwaterwealth.com/events

09/18/2026

Deb Lovejoy shares her top takeaways from LPL Focus 2026, including lessons on operational excellence, client service, and supporting families through difficult transitions.

Read the full recap:
https://www.flatwaterwealth.com/blog/get-it-right-first-time-lessons-lpl-focus-2026

09/11/2026

On this day, we pause to remember the 2,977 lives lost on September 11, 2001, and to honor the courage of first responders and everyday heroes.

09/09/2026

Mark your calendars! Our biggest Client Appreciation Event of the year is back on Saturday, October 3rd at Helgoth's Pumpkin Patch. 🎃

Bring the whole family for a day of fall fun: free admission, lunch, a pumpkin for everyone to take home, and a professional photographer on site to capture the memories.

This is our favorite day of the year, a chance to say thank you and celebrate the clients who make Flatwater Wealth what it is.

RSVP by Sept. 28th at flatwaterwealth.com/events or call 308-384-9754.

Address

410 Lexington Circle
Grand Island, NE
68803

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5am
Thursday	8am - 5pm
Friday	8am - 4pm

Telephone

+13083849754

Website

https://www.flatwaterwealth.com/

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