About My Practice
We have been in business since 1945. Our team of more than 170 consultants, actuaries and administrators brings together diverse backgrounds in law, actuarial science, insurance underwriting, loss control, accounting, financial services and human resource consulting. This team offers you interdisciplinary expertise focused on defining, establishing and meeting your unique individual and corporate objectives.
Strategic Wealth Management.
To address your particular set of goals, SilverStone Group takes an intensely personal approach to capital allocation. Based on our conversations with you, we assist in determining levels of importance for all of your objectives, organizing them into four broad categories: lifestyle, capital assets, family and philanthropy. These categories, and your objectives within them, guide our recommendations. From this common understanding of your short and long-term goals, we develop a flexible and comprehensive wealth management plan.
Evaluating your needs and objectives from this perspective enables us to develop and maintain an effective wealth management strategy guided by you. This holistic approach encourages:
* Favorable investment of assets in relation to your objectives
* Wealth transfers to optimize tax and other considerations
* Creation of entity structures (such as trusts) to provide greater control over asset disposition and liability risk
* Appropriate tax minimization strategies
* Philanthropic efforts that provide the maximum benefit to you and those you support
Over time, as with all things in life, your objectives will change. Through continual reviews and updates, we will help you evolve your strategy to meet new situations and needs.
Jeffrey D. Sharp, J.D., M.B.A., CFP®, CLU, ChFC
Jeff has been active in all areas of comprehensive wealth management since 1985. A graduate of Creighton University School of Law (J.D.) and College of Business (M.B.A), Jeff has a broad, yet deep, knowledge of various insurance, investment and trust strategies available as tools to accomplish family wealth accumulation and distribution objectives. Retirement planning, modeling, and related investment strategies are a core part of Jeff's practice. Jeff uses a variety of tools and databases to help clients determine the best path to achieve their goals.
Jeff has served on various local and national Boards of Directors in areas related to the wealth management discipline. Jeff has chaired investment conferences, spoken at investment conferences and regularly writes articles for various publications on investment, wealth accumulation and wealth transfer strategies. A past President of the Omaha Estate Planning Council, Jeff has received several awards and recognition, including being named as Advisor of the year by the National Association of Insurance and Financial Advisors, Omaha Chapter. More recently, Jeff was named as one of Medical Economics' 150 Best Financial Advisors for Doctors for 2008-2009.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: NE, IA, FL, AZ, KS, MO, NY, MD, Health/disability insurance: NE, IA, FL, AZ, KS, MO, NY, MD, Fixed annuities: NE, IA, FL, AZ, KS, MO, NY, MD, Variable annuities: NE, IA, FL, AZ, KS, MO, NY,VA,WI,WA, TX, MN, IL, GA, CA, KY
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - JD, CLU
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.