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Blog

Close-up image of an elderly hand being held by a younger-looking hand
Pearce Financial | Dec 3, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning
Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan.
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A grove of orange trees.
Pearce Financial | Dec 3, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming.
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Depressed overwhelmed old man
Pearce Financial | Dec 3, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement
Retiring as soon as possible can be a priority, but retiring too early can be a big mistake.
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We manage assets for individuals and families, providing investment management, and financial planning services.

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Contact

Omaha Office
10831 Old Mill Rd, Suite 200A
Omaha, NE  68154
402-502-6900

Blue Springs Office
1200 NW S Outer Rd 
Blue Springs, MO 64015
816-220-5585


Email: trent@pearcefinancial.org
Mobile: 402-320-8821
 

Services

Retirement Planning
Estate Planning
Tax Planning
Employee Benefits for Business Owners
Asset Management
Insurance Planning
Charitable Giving
Financial Planning
Investment Planning
Life Insurance
Health Insurance

Omaha Office

Blue Springs Office


Investment advisory services offered through Integrity Advisory Solutions, LLC, an investment adviser registered with the SEC. Integrity Wealth is a marketing name for Integrity Advisory Solutions. Pearce Financial Services is not affiliated with Integrity Wealth.

Pearce Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Trent Pearce at trent@pearcefinancial.org.


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