Financial Advisor | Omaha, Nebraska
Ben Woods, CEPA®
SENIOR STEWARDSHIP ADVISOR
Ben Woods is a financial advisor in Omaha, Nebraska. He takes pride in helping business owners, executive leaders and soon-to-be retirees pursue their purpose.
Ben grew up in Nebraska and has over 25 years of experience as a financial advisor, helping hundreds of individuals and businesses. As a Certified Exit Planning Advisor, he is specialized in helping businesses owners transition into their next phase of life – whether it’s investing in another venture, thriving in retirement, leaving a legacy for the next generation or finding philanthropic opportunities.
IN BEN'S WORDS
“Growing up my parents would take us fishing every chance they got. They were hard working Midwest folks that knew the importance of investing in the right things to build a legacy. Those trips taught us patience, adaptability and how to create your own good luck through planning. Those lessons are timeless and were foundational for my growth in the investment industry.
John Buchan said, ‘The charm of fishing is that it is the pursuit of what is elusive but attainable, a perpetual series of occasions of hope.’ We are in the business of compounding hopes into realities through thoughtful planning, time tested strategy and discipline.
I enjoy experiencing life and nature with my family. We are frequent travelers and love to push our minds, spirits, and bodies in different ways to never stop growing.”
WHO WORKS WITH BEN?
Business Owners & Executives
If you run a small business, you have unique financial planning needs. Whether you’re looking extract cash from the business, preparing for an exit, looking to offer executive benefits for your top people, or need to manage your wealth through retirement, Ben’s experience aligns with your needs.
Those Approaching Retirement
As you shift from wealth accumulation to distribution, there are dozens of planning strategies you need to consider. We can help maximize your tax savings, ensure you’re following regulations, plan your retirement withdraws efficiently, and help you outline your goals for the next stage of life.
Philanthropic Givers
Many who accumulate wealth want to create a legacy through generosity. We can help match your philanthropic goals with nonprofits and causes that fit your purpose, help craft an estate plan with philanthropy at the core, and find tax efficiencies along the way.
ABOUT ELLERBROCK-NORRIS WEALTH STRATEGIES
When it comes to finding a financial advisor in Omaha, Ellerbrock-Norris Wealth Strategies offers something a little bit differently. We are here to help you pursue your purpose. From “mind-mapping” out your goals in life (alongside your significant other) to navigating tax efficiencies, we are here for you. Learn more and get started today.
Connect with Ben
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