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1121 N 102nd Ct, Suite 202, Omaha, NE 68114-1947

402-347-5381
shawn.lorenzen@ceterainvestors.com
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Your Financial Puzzle Deserves A Plan &
A Solution

For individuals, families, and women in wealth who want straight answers, long-term perspective, and a relationship built to span generations.

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A Complete Puzzle Needs The Right Pieces

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Retirement income, investment management, estate and legacy planning, insurance, tax considerations, education funding, and business planning all connect back to one question: what does your life require now, and what should be prepared for later?

Personal Connection Comes First

Personal Connection Comes First

Our firm helps clients sort through the pieces that make each financial life different: pensions, Social Security, IRAs, land, insurance, kids, beneficiaries, and the decisions that come with each new stage. We keep the work direct, practical, and relationship-first.

Build Real Wealth With Patience

Build Real Wealth With Patience

Most people come in thinking they should have started sooner. Then they realize the meeting is easier than the worry. We do not chase every market shift or headline. We start by understanding your current picture, your values, and where life is headed next. Then we help decide what should create income, what can stay invested, and when the next generation should be part of the conversation.

Discover What Matters Now
& What Can Wait

Bring the accounts, the questions, and the “I should have done this sooner” feeling. We will help you sort what needs a plan before life changes again.

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Guidance For Real-Life Wealth Decisions

Individuals & Families

Pre-Retirees & Retireees

Women In Wealth

Ag Workers & Farm Families

Business Owners

Educators & State Employees

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