PEARCE FINANCIAL

Preserving & Guiding Your Family’s Wealth

About us

With a focus on thoughtful strategy and personalized guidance, we deliver investment management and wealth planning designed for you. Our priority is becoming the trusted advisor you depend on.

Our Philosophy

Our philosophy is rooted in truly understanding what matters to you. We take the time to learn your goals, analyze your full financial picture, and design a strategy aligned with your future. Together, we review our findings and walk you through thoughtful recommendations built around your life.

Our Process

A strong planning process is the best way to create a financial plan more confidently. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Tax Planning

It’s often said that only two things in life are certain: death and taxes. While we can’t control the former, strategic and proactive planning can significantly reduce the impact of the latter. Effective tax planning isn’t about short-term tactics—it’s about thoughtful foresight, smart structuring, and aligning your financial decisions with long-term goals.

Employee Benefits for Business Owners

There is a direct link between business success and employee benefits. Some of the most successful businesses are those with satisfied employees. And it shouldn’t surprise anyone that some of the most satisfied (and productive, dedicated and loyal!) employees are those that are content with the

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and…

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can…

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in…

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Investment Planning

Through developing a personalized investment strategy and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Life Insurance

A popular misconception about life insurance planning, is that it’s something to do with ensuring others (your policy beneficiaries) enjoy the fruits of your insurance once you’ve passed. While that is just one aspect of planning for the inevitable, if executed properly, life insurance planning can…

Health Insurance

If you and your family are covered by a comprehensive employer-sponsored health care plan, then you are probably one of just a few lucky Americans around today! Changes to the health care system, coupled with sky-rocketing costs to cover even basic health care needs, means that even Blue-Chip…

The Pearce Financial Team

Our advisors combine industry knowledge with a personal approach to deliver sophisticated, client-centered strategies. Get to know the team that stands behind your plan.

Explore the team

It Starts with You

Our process begins with getting to know you and your goals. Tell us where you want to go, and we’ll work with you to develop a plan that suits your needs. And as your life changes, we’ll adjust your plan so it better aligns with your new path.

We believe a detailed planning process can be one of the most effective ways to create financial confidence. An effective plan may not only provide financial confidence throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.

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CONTACT US

[email protected]

Omaha Office
10831 Old Mill Rd, Suite 200A
Omaha, NE 68154
402-502-6900

Blue Springs Office
1200 NW S Outer Rd
Blue Springs, MO 64015
816-220-5585

Monday: 8:00 am – 5:00 pm
Tuesday: 8:00 am – 5:00 pm
Wednesday: 8:00 am – 5:00 pm
Thursday: 8:00 am – 5:00 pm
Friday: 8:00 am – 5:00 pm
Saturday: Closed
Sunday: Closed

Learn More

Get in Touch

[email protected]

402-502-6900

816-220-5585

Investment advisory services offered through Integrity Advisory Solutions, LLC, an investment adviser registered with the SEC. Integrity Wealth is a marketing name for Integrity Advisory Solutions. Pearce Financial Services is not affiliated with Integrity Wealth.

Pearce Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Trent Pearce at [email protected].

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