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Welcome to CalmWater Financial Group
With more than 75 years' combined experience in the financial industry, the team at CalmWater Financial Group provides comprehensive wealth management and retirement income planning solutions to clients throughout the country. We take great pride in our ability to address each client’s financial needs and objectives individually and are committed to calming the worries associated with financial and retirement planning.

CalmWater Financial Group offers the following planning services:

  •  Financial planning
  •  Insurance planning
  •  Investment planning
  •  Retirement planning
  •  Tax planning
  •  Estate planning
  •  Corporate retirement plans
  •  Financial education workshops

CalmWater Financial Group strives to be the guide and leader for our clients’ financial needs. We provide the platform to organize, build, and protect the financial goals of our clients. Our calm, practical process allows us to develop lifelong relationships with our clients and serve as their primary contact for all financial matters.

Thank you for taking the time to learn more about CalmWater Financial Group, and remember to bookmark our website for timely market resources and electronic account access. We invite you to give our office a call at (402) 371-5511 or (800) 850-6827 and welcome the opportunity to serve as your trusted advisor, guiding your dreams into reality.

Important Information About Your Advisor

This communication strictly intended for individuals residing in the states of AK,AL,AR,AZ,CA,CO,FL,IA,ID,IL,IN,KS,LA,MD,MI,MN,MO,MT,NC,NE,NV,SC,SD,TX,UT,VA,WA,WI,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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