“We’ve been helping people live better now and into retirement, REGARDLESS OF THE ECONOMY.

THREE PRINCIPLES ARE CONSTANT: MAXIMIZE INCOME; MINIMIZE TAXES; HAVE AN ESTATE PLAN.”

 

Our varied financial planning expertise encompasses all aspects of your lifestyle, portfolio and future needs:

  • Asset allocation
  • Retirement planning
  • Tax and estate planning
  • Risk management
  • Charitable giving
  • Education funding
  • The full spectrum of financial counseling services

And, you’ll benefit from more than technical know-how. Our relationships are based on a willingness to collaborate, understand and appreciate your views and preferences. In other words…we listen.

Our mission, along with a selfless dedication to help you attain your goals, is to ethically deliver on our promises.

We spend countless hours with each client to formulate the ideal retirement plan. In the process, they become educated and fully understand the strategies. Also, we are able to earn their respect and trust. Our clients these past many years will tell you so.

Whether you are a business owner, individual, family, hoping to retire or already there…we should talk.

We’d like to include you in the Financial Transitions circle. Let’s get started!

do you have a question?

MEET don mundy

Don brings over four decades of financial consultant experience to every client he serves. “Many enter financial planning as a second career.  For me, it was my chosen profession—I’ve never wanted to do anything else.  Through the years, I’ve worked with all sorts of people.  Seeing their circumstances, financial knowledge, and wherewithal grow—expanding to their children and beyond—has been very rewarding. I am grateful for having tremendous clients who I am now fortunate enough to call ‘friends.’ ”

Don is also dedicated to “giving back” some of what he’s learned throughout his career and pursuing his top priorityfinancial education.  He hosts no-charge public workshops on topics ranging from taxes to college funding to Social Security and retirement planning.  His mission is to help individuals and families become more masterful in handling their finances, in order to enjoy higher standards of living and prepare more wisely for retirement.  

Before his current concentration on retirement planning and education, Don spent many years guiding business owners and their families in the efficient transfer of wealth and company ownership, with an eye toward minimizing taxes.

Professionally, Don attended Midland University, graduated from the College Financial Planning, has earned the Certified Financial Planner (CFP®) designation, is a member of the Omaha Estate Planning Council and Society of Financial Service Professionals.  He holds licenses for life insurance and variable annuities, in addition to other industry certifications.

Personally, Don spends as much time as possible with his grandson, and enjoys reading, travel, the symphony, good food and wine, concerts, Creighton and Nebraska sports.  He has served on many charitable boards over the years, is past chair of his church endowment committee, and currently sits on its Board of Directors.

About

Financial Transitions focuses on the financial needs of families and individuals preparing for retirement—whether is it decades away or immediately at hand.  The majority of their financial solutions involve  options, wealth preservation, and estate planning.

The firm is different than other financial planners in some very important ways.  One is that it has worked successfully in every type of economic climate and with people of all ages and incomes.  That means they know what to expect and how to prepare, no matter the situation. Also, President Don Mundy is highly credentialed in all aspects of money management, so matching fiscal opportunities with client goals is a special expertise he brings to every case.

Financial Transitions has served clients throughout Omaha and surrounding areas for over four decades.

Don and his support staff are available 24/7, always welcoming the opportunity to work with clients, their friends, and their families. We like to think of it as our own brand of service.  Do you have questions?

Why choose Financial Transitions?  

We are a service-focused, full-spectrum financial advisory firm that operates with the belief that high ethical standards, open communication, honest and the spirit of success form the strongest of relationships. Relationships bonded in mutual respect lead to more meaningful financial and lifestyle recommendations.

Working as an independent firm provides us the opportunity to recommend the best plan, regardless of company or product. we are accessible and available to meet/talk with our clients as often as needed. At a minimum, we hold an annual meeting to give each client an overview of the performance of their products and to answer any questions they may have—at no charge, of course.

We invite you to spend just one short hour of your time investing in your future and discovering our unique insight about how to make it a reality. Then, it is our hope, that you will invite us into your inner circle and, together, we will create the path that takes you there.  Click here to schedule a time.

Our credentials.

  • Certified Financial Planner (CFP) designation
  • Graduate of College for Financial Planning

 

  • Insurance licensed for life insurance and variable annuities
  • Member of the Omaha Estate Planning Council

  • Member of Society of Financial Service Professionals

We are educators first. Advisors second. 

We have a wealth of training, education, and experience about wealth—how to create it, preserve it, and transfer it to loved ones. Sharing this knowledge—we believe—is our role in establishing an active collaboration. That, in turn, becomes the glue that strengthens the bond between client and advisor. We are, after all, both chasing the same dreams—yours. And we’ve found—more times than not—that we both yield the dividend of friendship.

To learn more about how Financial Transitions gives back to the community through financial education, visit the Financial Education section of this site.

Process, Products & Services

It’s pretty simple, really. First, we discuss your current financial situation to determine how Financial Transitions can help. Next, we determine the age you plan to retire and then we start the planning process to make that possible. It’s the beginning of a relationship that will continue throughout your career and into retirement. Our promise to each and every client is that “we will be there when you need us.”

Everyone is afraid of outliving their money.

Despite this common fear, everyone is different. Therefore, every financial plan we do is tailored specifically to be a perfect fit. With the expertise, resources and umbrella of products we provide, clients of virtually every lifestyle and retirement goal can be well-served to satisfy their needs for a long and secure future.

What is an “independent” advisor?

With today’s complex array of financial options, it is more important than ever to be served by an “independent” advisor—one who is not affiliated with a particular company, thereby eliminating any possible bias. Financial Transition’s “independent” offering includes a full array of options from the nation’s finest institutions. This assures that your plan will provide the right balance of financial products to align with your needs and goals.

Areas of Service

  • 401(k) management
  • Asset preservation
  • Life insurance analysis
  • Long-term care
  • Risk management
  • Tax planning
  • Wealth transfer

Financial Planning

  • 401(k)s
  • 403(b)s
  • Business exit planning
  • College funding 
  • Estate plans
  • Family wealth transfer plans
  • IRAs
  • Profit sharing plans
  • Retirement plans
  • Tax protection
  • Trusts

Insurance

  • Disability income insurance
  • Fixed annuities
  • Life insurance

Financial Education

We believe that financial education helps inspire and support our clients so they can pursue what’s next in their life journey—based on facts, rather than assumptions. Further, as serious and dedicated professionals in our industry, we feel it is our responsibility to extend our knowledge—not only to our clients—but also to prospective clients, business partners, and friends. So, Financial Transitions helps spread financial literacy to its Nebraska neighbors by providing free educational resources to the public. It hosts no-charge workshops on topics that range from taxes to college planning to Social Security to retirement planning. President Don Mundy is gratified by the goodwill and morale Financial Transitions is able to create within its communities. Workshop participants benefit from newly acquired knowledge and the power that comes with it.

The firm strategically partners with organizations to help them bring more resources to their members and employees.  For example:

  • Private companies
  • Agencies
  • Local, state and federal government
  • Private and public schools
  • Trade groups/associations
  • Organizations
  • Networking groups
  • Unions
  • Other nonprofits
  • Hospitals/ medical facilities

Financial Transitions does not bid to agencies, use contracts, or charge a workshop fee to any group or its members.  Its educators do not endorse or promote any specific businesses, products, services, professional firms or individuals.  The purpose of the workshops and individual counseling is to provide practical support and information to enable individuals to take charge of their financial wellness and overall goals.

If you would like a Financial Transitions educator to visit your group, please click here to email us a request.

Popular Educational Workshop Topics

  • 10 Steps to Financial Freedom
  • College Funding
  • Common Financial Missteps
  • Estate Planning: Leaving Your Legacy
  • Financial Planning in Uncertain Times
  • Financial Planning
  • Getting Financially Fit
  • Handling Long-term Care Costs
  • IRA, TSP, & 401(k) Rollovers
  • Maximizing Social Security Benefits
  • Planned Giving
  • Retirement Planning
  • Taxes & the IRS