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527 4th Street David City, NE 68632
  • Phone:
    (402) 367-4950
  • Fax:
    (402) 367-3996
  • E-mail address: info@moravecfinancial.com
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Newsletters

  • Inflation Protection for Investment Dollars

    Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.

  • Where to Look for Lost and Forgotten Money

    States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.

  • Life Insurance Living Benefits

    In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.

  • HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?

    This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.

More Newsletters »

Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators »

Contact Us

527 4th Street David City, NE 68632
  • Phone:
    (402) 367-4950
  • Fax:
    (402) 367-3996
  • E-mail address: info@moravecfinancial.com

Securities America Form CRS

Moravec Financial Advisors, Inc. is an independent firm with securities offered through Securities America, Inc., member FINRA/SIPC.  Advisory services are offered through WealthPLAN Partners, a registered investment adviser.  Moravec Financial Advisors, Inc., Moravec & Associates CPA, PC, WealthPLAN Partners, and Securities America are seperate entities.  Tax services offered through Moravec & Associates CPA, PC.  Securities America and its representatives do not provide legal advice; therefore it is important to coordinate with your legal advisor regarding your specific situation.

This site is published for residents of the United States only. Registered Representatives of Securities America Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. 

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