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402-318-5221 Office@boifs.com

Branched Oak Insurance & Financial Services

We provide comprehensive financial planning services for individuals, families and small business. We are here to help you at all stages of your financial life, whether it’s saving money on your home and auto insurance, helping your loved ones continue in your absence, planning to start or sell a business, investing for retirement or college or planning the distribution of your assets to heirs and charities.

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Products & Services

Branched Oak Insurance & Financial Services provides fee-based financial planning. wealth management, and insurance.

We work together with our clients to develop comprehensive strategies for managing risk and achieving goals.

Property & Casualty Insurance

  • Auto, Truck, & SUV
  • Antique & Classic Vehicles
  • Motorcycles
  • Motorhomes & Recreational Vehicles
  • Boat, Snowmobile, & ATV
  • Homeowners
  • Farm & Ranch
  • Renters
  • Manufactured Homes
  • Condo Unit Owners
  • Personal Property Insurance
  • Personal Liability Insurance
  • Identity Restoration

Commercial Insurance

  • Business Auto
  • Business Owner
  • Business & Professional Liability
  • Commercial Liability
  • Errors & Omissions
  • Farm & Ranch
  • Condo Association
  • Apartment
  • Worker’s Compensation

Life & Health Insurance

  • Life Insurance
  • Health Insurance
  • Disability Income
  • Vision
  • Dental
  • Prescription Drug
  • Long Term Care

Financial Planning

  • Money Management
  • Retirement
  • Education
  • Estate
  • Tax
  • Small Business Formation & Benefit Packages
  • Business Valuation & Buy-Sell Agreements

Investments & Accounts*

  • Stocks
  • Bonds
  • ETFs
  • Mutual Funds
  • Municipal Securities
  • REITs
  • Brokerage Accounts
  • Annuities
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Education Savings Accounts & 529 Plans
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