Ellerbrock-Norris Wealth Strategies

04/18/2025

What’s your business really worth — and how do you protect that value?

We dove into this at yesterday's Exit Planning Lunch & Learn, covering strategies that help business owners plan smarter, reduce risk and build a more valuable exit.

Want to learn more? Let's chat – we’ve got resources to get you started.

04/14/2025

It’s not too late! 🚨

There’s still time to register for our Lunch & Legacy: Business Exit Planning Seminar on April 17! Don’t miss this chance to learn from experts about building a strong exit strategy, minimizing taxes, and ensuring your business’s legacy thrives.

🔗 Register here: https://hubs.li/Q039RlNk0

04/02/2025

Are you ready for your business exit? Even if it's still a few years away, planning early can make a huge difference.

Join us on April 17 for our Lunch & Legacy seminar where you’ll learn how to:

✔ Maximize your business’s value
✔ Build a solid exit strategy
✔ Navigate tax strategies for a smooth transition
✔ Plan for life after the exit

🔗 Reserve your seat now!
https://hubs.li/Q039RqkR0

04/01/2025

Tax season is almost here, and for many, it brings some big questions. Why did I owe so much? Should I have gotten a refund?

If you’re a business owner, these surprises could be a sign it’s time to revisit your tax strategy.

Check out our latest blog for a quick breakdown of what you need to know as the deadline approaches: https://ellerbrock-norris-ws.com/insights/tax-season-is-here-are-your-withholdings-on-track

Stay on top of tax season with tips on managing withholdings and estimated payments to avoid penalties and optimize your financial strategy.

03/18/2025

The clock is ticking – do you have a business exit strategy in place? ⏰

On April 17th, we’re bringing experts to our Omaha Lunch and Legacy to guide you through the business exit process. The seminar features:

👤 Chuck Laverty – Director of Business Solutions at Buckingham Strategic Wealth, specializing in business valuation and transitions.
👤 Ben Woods, CEPA – Chief Stewardship Advisor at ENWS, helping business owners plan for the next chapter.
👤 Seth Cave, CFP®, CEPA – Financial Planner at ENWS, focusing on tax and estate planning for business owners.

🔗 Don’t miss out—register today!
https://hubs.li/Q039RhPh0

03/07/2025

Join us Thursday, April 17th, for our Omaha Lunch & Legacy seminar! 🌟

Exiting your business is a major decision, and the right strategy is key to a smooth transition. Learn how to maximize value, navigate tax considerations, and secure your legacy – whether you plan to sell, pass it down, or explore other options.

🔗 Reserve your spot today!

https://hubs.li/Q039RrsT0

03/22/2024

If you're considering to sell your business in the next 10 years, start the process today.

Finding a Certified Exit Planning Advisor will give you the assistance and planning you need, as well as their network of legal and financing options.

We can help provide insights and recommendations to help you make informed decisions, optimize your exit strategy, and address potential challenges with confidence.

Learn more: https://hubs.li/Q02lv6Dj0

01/16/2023

6️⃣ ways to ring in the new year with a fresh look at your financial plan.

Click to read ---> https://www.ellerbrock-norris-ws.com/blog/ring-in-the-new-year-with-a-fresh-look-at-your-financial-plan

01/06/2023

Happy anniversary to Ben Woods! Ben is the Senior Stewardship Advisor with Ellerbrock-Norris Wealth Strategies and he has dedicated 2 years of hard work to our amazing clients! Thank you Ben!

11/14/2022

🚨 💵 New blog: https://www.ellerbrock-norris-ws.com/blog/top-10-things-to-do-before-2022-is-over

The holidays usher in a joyful time of family gatherings, holiday parties, fun with friends and the promise of a bright new year.

But before you put a bow on 2022, there are a few financial housekeeping tasks that you should review. This new blog highlights the top ten considerations to make your festivities a little greener.

But hurry, you need to take advantage of these money saving opportunities before the ball drops on December 31st.

Now let the countdown begin!

10/27/2022

We had a fantastic time hosting the talented Theron Schaub in Omaha for his show, Behavioral Finance with Magic!

As a Mentalist, Magician and Speaker from Silicon Valley, Theron has performed all over the world for Google, Apple, Salesforce, Shell, Coca-Cola, Vanity Fair, PWC, Microsoft, Morgan Stanley and now, Ellerbrock-Norris Wealth Strategies.

Check out this brief highlight video from the event. We hope to see you at the next one!

Links:
Theron Schaub: https://www.theronschaub.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/

https://youtu.be/HXxSsFL29nM

We had a fantastic time hosting the talented Theron Schaub in Omaha for his show, Behavioral Finance with Magic! As a Mentalist, Magician and Speaker from Si...

08/23/2022

Why does the location of your investments matter? Click below to read our latest blog. 😮

https://www.ellerbrock-norris-ws.com/blog/why-the-location-of-your-investments-matters