Wiedeman Financial Services, LLC

Dennis W. Wiedeman CPA, PFS, ChFC, CFP®

WELCOME TO WIEDEMAN FINANCIAL SERVICES!

 

Wiedeman Financial Services has been serving the financial needs of clients in the Nebraska Panhandle and Eastern Wyoming for over 23 years.  Founded in 1987, Wiedeman Financial Services has licensed individuals ready to help you address every area of your wealth care plan.

 

Our mission is to provide clients with effective solutions to financial needs in an objective manner.  We are committed to working in partnership with our clients to discover their needs; educate them on financial matters and present suitable solutions for financial success.  Our personalized wealth care plan will help to set you on the right track towards achieving your goals.  Our professional services are based on a keen understanding of your goals and needs - the type of understanding that only comes from a trusting professional relationship.

Click Here for Secure File Exchange 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

More Newsletters →