David City, Nebraska
Your taxes and your
investments, under
one roof.
A CPA and financial advisory practice serving Butler County families since 2001, taking the mystery out of retirement by planning the tax side and the investment side together.
A small-town firm with
a rare combination
Mike and Laura Moravec opened the practice in David City in 2001, a month after the September 11 attacks, at a moment when people badly needed steady guidance. More than two decades later, the firm still does something most advisors cannot: prepare your tax return and manage your investments as one coordinated effort.
That means the retirement plan is built with the tax bill already in view, not discovered in April. As an affiliate of the WealthPlan network, the practice pairs that hometown attention with institutional planning and investment resources.
What the firm does
Investments, retirement, insurance, tax and accounting, delivered by one team that already knows your full picture.
Investments
- Mutual funds
- Brokerage accounts
- Variable and fixed annuities
- Stocks, bonds and options
Retirement Planning
- Traditional and Roth IRAs
- Rollover and education IRAs
- SEP and SIMPLE IRAs
- 529 college plans
- 401(k), 403(b) and profit sharing
Insurance
- Term, whole and universal life
- Health insurance
- Long-term care insurance
Tax Planning
- Planning and return preparation
- Individuals, corporations, partnerships
- LLCs, estates, trusts and gift
- Non-profit organizations
Accounting
- Computerized payroll services
- Financial statements and bookkeeping
- Depreciation schedules
- Cash flow and budget analysis
Estate Planning
- Titling of assets and tax efficiency
- Wealth transfer
- Business succession planning
- Charitable gifting and gifts to children
Our associates
Three people who know your name, your family and your plan.
Learn before you decide
A library of articles, videos and calculators, because educating clients has always been how this firm works.
What affiliate means
An independent firm, with institutional backing
Moravec Financial Advisors, Inc. is an independent firm, locally owned and operated in David City. Advisory services are offered through WealthPLAN Partners, a registered investment adviser, and tax services through Moravec & Associates CPA, PC.
Moravec Financial Advisors, Inc., Moravec & Associates CPA, PC, WealthPLAN Partners and Osaic Wealth, Inc. are separate entities. Working with an affiliate means your relationship stays local while the planning and investment resources of a national organization stand behind it.
Tax and accounting services are offered solely through Moravec & Associates CPA, PC. WealthPlan Group and WealthPLAN Partners do not provide tax, accounting or legal services. Clients should consult qualified tax, accounting and legal professionals regarding their individual circumstances.
Visit the David City office
- Office
- 527 4th Street
David City, NE 68632 - Phone
- 402-367-4950 · Fax 402-367-3996
Call us for a free consultation
Whether you are preparing for retirement, saving for college or thinking about your estate, the first conversation costs nothing.
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Moravec Financial Advisors, Inc. is an independent firm with securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Advisory services are offered through WealthPLAN Partners, a registered investment adviser. Moravec Financial Advisors, Inc., Moravec & Associates CPA, PC, WealthPLAN Partners, and Osaic Wealth, Inc. are separate entities. Tax services offered through Moravec & Associates CPA, PC. Osaic Wealth, Inc. and its representatives do not provide legal advice; therefore it is important to coordinate with your legal advisor regarding your specific situation.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which Investment(s) may be appropriate for you, consult your financial advisor prior to investing. Information is based on sources believed to be reliable, however, their accuracy or completeness cannot be guaranteed. Statements of forecast and trends are for informational purposes and are not guaranteed to occur in the future. There is also no assurance that any investment strategy will assure success or protect against loss.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
This site is published for residents of the United States only. Registered Representatives of Osaic Wealth, Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed.