Financial AdvisorHank Overfelt
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States Insurance Licensed:
TX, NE, IA, KS
Address:
17117 Burt St
Suite 300
Omaha, NE 68118
US
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Hi, I'm Hank Overfelt, and I'm a financial advisor based in the Omaha area. I hold several licenses, including Life & Health, SIE, Series 6, 63, and 65, which enable me to provide a wide range of financial services to my clients. I graduated from Creighton University with a degree in Economics and a minor in Theology, which gives me a unique perspective when helping people plan for their futures. Before diving into finance, I spent a year assisting clients with their home theater systems, from simple installations to complex setups costing over $50,000. This experience taught me the importance of understanding client needs and delivering exceptional service.

My primary goal is to provide my clients with peace of mind, knowing that their retirement plans are in capable hands. I pride myself on being personable yet professional, taking the time to get to know my clients and their families. I believe that understanding their interests and goals—whether it's family vacations or long-term aspirations—helps me tailor financial strategies that truly fit their lives.

I'm deeply involved in my community as a member and ambassador for the Ralston Chamber of Commerce, and I also enjoy participating in activities at Reality Church in La Vista. In my free time, I love golfing and going on trips, whether it's fishing adventures or exploring our country's beautiful National Parks. I look forward to working with you and helping you achieve your financial goals!

Do you have a question? I'm here to help.
Compare Life Insurance Products and Get a Quote

Financial AdvisorHank Overfelt

Hi, I'm Hank Overfelt, and I'm a financial advisor based in the Omaha area. I hold several licenses, including Life & Health, SIE, Series 6, 63, and 65, which enable me to provide a wide range of financial services to my clients. I graduated from Creighton University with a degree in Economics and a minor in Theology, which gives me a unique perspective when helping people plan for their futures. Before diving into finance, I spent a year assisting clients with their home theater systems, from simple installations to complex setups costing over $50,000. This experience taught me the importance of understanding client needs and delivering exceptional service.

My primary goal is to provide my clients with peace of mind, knowing that their retirement plans are in capable hands. I pride myself on being personable yet professional, taking the time to get to know my clients and their families. I believe that understanding their interests and goals—whether it's family vacations or long-term aspirations—helps me tailor financial strategies that truly fit their lives.

I'm deeply involved in my community as a member and ambassador for the Ralston Chamber of Commerce, and I also enjoy participating in activities at Reality Church in La Vista. In my free time, I love golfing and going on trips, whether it's fishing adventures or exploring our country's beautiful National Parks. I look forward to working with you and helping you achieve your financial goals!

States Insurance Licensed:
TX, NE, IA, KS
Address:
17117 Burt St
Suite 300
Omaha, NE 68118
US
broker check button
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Get the facts: The BIGGEST insurance and financial planning myths

Protect Your Kingdom

I'm here to help you protect what matters most

As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:

  • Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
  • Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
  • Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
  • Help small business owners protect their life's work for their family and employees.
In order to help you achieve your goals, we'll go through the following process:
1
Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
2
After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
3
Once we've set out together we'll keep the conversation going and adjust the course as necessary.

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Retire with Confidence
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Indexed Universal Life Insurance: Help Meet Your Goals
Whether you're planning for retirement, college, or a rainy day, it's important to focus on the journey – not just the destination. To successfully plan for these milestones, it's vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance …
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Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?
Did you know that after you enroll in Medicare, there's a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage.
Read Article

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