Financial Planning Services

Heritage Financial Services, LLC

 

Alan Hauschild received his Bachelor of Sciences Business Degree from the University of Nebraska at Kearney. He is a member of Rejoice Lutheran Church, Omaha Chamber of Commerce Presidents Club, Western Douglas County Chamber Ambassadors, Partnership In Aging, Senior Resource Group, Men in Mission, volunteers with his family at Omaha Kids against Hunger, and serves on many committees including being the Fundraising Chair for the Omaha Alzheimer’s Association Walk for a Cure in 2016. Alan has two children- Kyla and Logan.

Alan is active in the National Association of Insurance and Financial Advisors (NAIFA) organization. He holds his Series 6, 7, 63, & 65 registrations and his Life, Long-Term Care, Annuities, Sickness, Accident and Health licenses. He is a Registered Representative of Securian Financial Services.1. Alan has achieved Certified Long-Term Care (CLTC) designation and works with families on making strategic Long-Term Care decisions.

Alan has been working with business owners for over 20 years and recently joined Heritage Financial Services in February 2016. Alan has received multiple awards over his last 20 years and has most recently been honored as Businessperson of the Year by Western Douglas County Chamber in 2016.

Alan is passionate about offering financial education to the community. He conducts numerous educational workshops on financial matters. Alan focuses in the following areas:

  • Estate Planning
  • Long-Term Care Insurance
  • Retirement income solutions for couples and individuals
  • Wealth Distribution
  • Asset Preservation Strategies
  • 401(k) and other Retirement Plans
  • Business Succession
  • Social Security

 

Alan Hauschild, CLTC
Registered Investment Advisor

Heritage Financial Services, LLC

1010 S. 120th St., Suite 200; Omaha, NE 68154
Office: 402-558-6860
Cell: 402-201-4006
Fax: 402-558-9748
Toll Free: 800-680-4880
Website: www.heritagefinservices.com

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