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402-318-5221 Office@boifs.com

Branched Oak Insurance & Financial Services

We provide comprehensive financial planning, wealth management, and insurance. We are based in Lincoln, Nebraska and enjoy helping to enrich the lives of our clients, their families, and our community.

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.

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

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

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