We believe removing financial stresses gives you a better quality of life today.
We assist our clients in identifying and working towards their lifetime financial goals.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Jay started his career in 1981 as a licensed insurance agent. Jay founded Lifetime Financial Services in 1985 and later renamed the Corporation to LFG Inc. DBA Lifetime Financial Group. Jay founded Lifetime Insurance INC. The Property Casualty insurance company in 2011. Jay is licensed in Life, Health, and Property, Casualty insurance and has a Series 6, 26 and 63 registered.* He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a member of the General Agents and Managers Association (GAMA). He is a Qualifying Member of the Million Dollar Round Table. Jay received the Lifetime Achievement Award from NAFIA in 2015 for his continued involvement in youth and high school coaching. Jay specializes in risk management and income planning for retirees. Personal:
Jay has 3 children, Todd, Kristi and Nick and 3 grandchildren.
Inducted into the Nebraska Coaches Wrestling Hall of Fame 2015
Past President, University of Nebraska – Omaha Wrestling Booster club
Currently serves as Cadet Director for Nebraska USA Wrestling
Inducted into the Kaufman Brand Bayly Open Hall of Fame 2017
National Coaches association Assistant coach of the year region 5 2018.
Teresa began her career after graduating the University of Nebraska in 1986 with a Business/Finance Major. After graduation she attained her Series 7 General Security License in 1987, and began her career with Douglas Bremman & Co. an Investment Banking Firm in Long Island New York. In the 90’s she returned to Nebraska to be close to family and begin to build her practice. She worked with individuals and small business’s setting up retirement plans, investment accounts, and insurance products matching their goals. This 30 YEARS of experience has helped her team develop a process to assist her clients in building a secure future. As an Independent Advisor Teresa has the freedom to be an advocate for her clients, with access to a large variety of non-proprietary investment and insurance products. She and her team take care of each client building long-term relationships and working with multiple generations. Her motto is “PLAN FOR TOMORROW….LIVE FOR TODAY! Teresa is married with 5 adult children who all live in the Omaha and Lincoln area. She enjoys Jazzercize, camping, discovering new restaurants, and gardening. Her parents were both lifelong teachers in Hastings, Nebraska, and were a big part in building Teresa’s mission to educate and serve her clients.