Successfully transfer your life’s work to the next generation.
Premium Plus Advisors is here to help you build your legacy.
Premium Plus Advisors
Specializing in working with professionals, pre-retirees, business owners, high net-worth families, foundations, and those looking to create legacies for the future.
You appreciate and demand a Firm who places a high value on proper planning for transferring their lifetime achievements into the able and willing hands of the next generation of business leaders or family members. Building and accumulating wealth is one thing, but passing the legacy you have built on to your heirs is another.
With over 80 years of combined experience, Premium Plus Advisors is here to guide you through the wealth transitioning process. We serve the hard-working families of Nebraska and the surrounding states. We understand the need to protect families’ livelihoods and legacy dreams. Our primary focus is to educate our clients, provide business transfer options, and create legacy and planning strategies to ensure those legacies are preserved.
It’s simple to start creating your legacy.
Getting started is as simple as picking up the phone.
Schedule a visit.
We’ll meet to see where you qualify in our assistance program.
Complete a Discovery Session.
We’ll schedule another meeting to discuss your Legacy Plan details.
Implement Your Legacy.
Decide which avenue best aligns with your Legacy Plan and start implementation.
Our Promise to You and Your Legacy
We promise to work side-by-side with you to help create your Legacy Plan.
We promise to be caring, comprehensive, efficient, and informative in all of our communications.
Your Legacy Plan Guides
Troy R. Baily
Failure to plan is a plan to fail.
Without a plan, your family is at risk of losing millions…and you’re at risk of losing your life’s work. With Premium Plus Advisors’ Legacy Plan, failure is not an option.
Why Premium Plus Advisors?
Here’s what you get:
- A professional team working for you
- Dedicated staff to answer your questions
- Secure transfers of personal and private information
- Detailed reviews of Legacy Plans
- Lifetime commitment to excellence
- Over 80 years of combined experience among your team
- Highly rated carriers only A-rated or better
- Visibility of the processes
- Advisor access
- Virtual or live meetings
It’s always a good time to plan your legacy. Schedule your visit now!
Connect with one of our experts today!
Ready to envision your legacy? Connect with our experts for an invitation to a qualifying session. Complete the form and a Premium PLUS Advisor will be in touch within one business day.