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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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  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI

Newsletters

  • Keeping Cool: Investment Strategy vs. Reaction

    This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.

  • Five Investment Tasks to Tackle by Year-End

    2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.

  • Will vs. Trust: Know the Difference

    Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.

  • HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure

    This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.

More Newsletters »

Calculators

  • Life Insurance

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

  • 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?

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

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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Check the background of this financial professional on FINRA's BrokerCheck