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About Us

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Here’s our story. We look forward to hearing yours.

We’re committed to helping baby boomers prepare for a successful retirement. We do this by employing sophisticated statistical analysis combined with over 40 years of retirement income planning experience. The result is our clients enter retirement knowing their strengths and weaknesses. The team at Kuzma Financial Services is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.

Meet Alan Kuzma

Owner and President

As the owner and president of Kuzma Financial Services, Alan Kuzma is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

Alan graduated from Nebraska Wesleyan University on Mother’s Day 1973 with a degree in economics. Unsure where to go from there, he searched for a career that would offer variety and allow him to control his own destiny. The financial services industry met both of those needs. Even so, his mother encouraged his father to try to talk him out of going into the business. Instead, Alan decided to give it his all for two years to see how he liked it and reevaluate after that time was up. That was more than 40 years ago.

Alan founded Kuzma Financial Services on June 5, 1986. His business philosophy is simple: Do what is right for the client. He focuses on helping clients and their families design and implement retirement income strategies that will stand the test of time.

Alan received his Certified Life Underwriter (CLU) and Charted Financial Consultant (ChFC) designations from The American College. He is licensed in life, health and accident insurance in Nebraska, Iowa, Kansas and Illinois and holds his Series 65 and Series 63 securities licenses. Alan is a registered Investment Adviser of GFPC.

Away from the office, Alan enjoys cooking, reading, archery, following college sports and playing Texas Hold ‘em. He lives in Lincoln, Nebraska, and has two adult children. His daughter, Katie, lives in Manchester, England, and has two young children: Adrian and Juliette. Alan’s son, Daniel, lives in Atlanta, Georgia. He celebrated his one-year wedding anniversary on Aug. 22, 2016, and has a golden retriever by the name of Snoozema Kuzma.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at alan@kuzmafinancialservices.com or call us at 402.438.4200 today!

Have Questions for Alan?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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Kuzma Financial Services is a division of Capital Markets IQ, LLC, a SEC-registered investment adviser.