financial plan with a long-term perspective

Our mission is to help you build a financial plan with a long-term perspective, designed around your circumstances and goals, and aligned with your financial considerations. The achievement of your financial goals depends on an informed, disciplined, integrated approach to managing the many facets of your financial life, including investments, cash flow, insurance, debt and long-term planning. We are committed to delivering meticulously constructed plans, honest advice, and personalized service.

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Services

We offer a broad range of wealth management services to fit the needs of you and your family through the generations.

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ABOUT US

ABOUT US

Hugh Lau and Jo Kreitman both feel that the best part of their job is working with families and the relationships they form as a result. They believe in providing an excellent client experience while developing solid investment plans for wealth management, and they have been doing just that for a combined total of over 38 years. Both are long-time Lincoln residents, raised and educated in the Midwest, so they know and love the area and the people.


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MEET OUR TEAM

We guide you and your family through every step of your financial planning journey, breaking down the complexities into clear and understandable terms.

Hugh Lau, CIMA®

Hugh Lau, CIMA®

Managing Director

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Jo Kreitman

Jo Kreitman

Branch Operations Manager

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Shannon Lau

Shannon Lau

Marketing Director

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Value and respect you and your family deserve

We want to put our experience and philosophy of optimism and dedication to work for you, helping you invest your box of lemons into a lasting legacy.

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