Joseph Hefflinger (CFP®, JD)

Joseph Hefflinger focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Financial Planning

Investment Advisory Services

Business Owners


Corporate Executives & Professionals 

Additional Information

Financial Planning Association, Member

Society of Financial Service Professionals, Member

Nebraska State Bar Association, Member

Omaha Bar Association, Member

Omaha Estate Planning Council, Member

Certified Financial Planner™

NAPFA Start Date

September 03, 2019


This Office

13616 California St Ste 300 Omaha, NE 68154-5336 Phone: (402) 827-2300