Our Story

Our team is built around the core philosophy that we must block out the noise and focus on the long term.  We refer to our approach as the 26.2 Method because much like a marathon runner stays focused on the long term we take that same approach with our clients. Our philosophy is built around three areas that guide our interactions with clients

Financial Planning

Much like you would not train for a marathon without a plan we believe that you should not run your financial life without a clear idea of what your goals are.  We develop financial plans for our clients that focus on both short and long term goals.  These are living and breathing plans that adapt as circumstances change

Investment Philosophy

We run a multi-asset portfolio that takes incorporates diversification.  We then systematically reinvest the dividends and interests earned, and follow a broader rebalancing schedule yearly.  By following this investment process, we seek to take advantage of unforeseen market swings.  Investing in out of favor sectors, and realizing gains in areas that have been extended.  This allows us to use market volatility to our potential advantage and benefit.

Ongoing Maintenance

Markets will go up and down, and we cannot allow them to distract us from focusing on what we can control. Through the use of regular communication both via phone and email, and annual Strategy and Tactical meeting we will revisit your progress and make sure that your individual Probability of Retirement Success stays on track. We do that by reviewing all aspects of your financial life and coordinating with other important professionals in your life like your CPA and Attorney.
Contact us to Schedule an Appointment
  • Andrew.Rehmann@morganstanley.com
Services Include
  • Financial Planning1
  • Retirement Planning2
  • 401(k) Rollovers
  • Asset Management3
  • Professional Portfolio Management4
  • Wealth Management5
  • Estate Planning Strategies6
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

We provide comprehensive financial planning in the context of a long-term relationship with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where I can help you achieve your financial and lifestyle goals.
  • WHAT YOU CAN EXPECT
    You can expect that we will consistently and responsibly perform all services related to the provision, review and ongoing monitoring of the financial planning strategies we implement on your behalf.
  • WE WILL ALWAYS:
     Strive to acquire and maintain a thorough understanding of your financial goals.

     Update your current financial information on a regular basis.

     Carefully assess and monitor your investment risk and time-frame.

     Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.

     Update you regularly and when appropriate by email, mail and phone.

     Meet with you regularly to review your Personal Financial Organizer (PFO).

     Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.

     Treat you with utmost respect and professionalism.
  • MUTUAL RESPONSIBILITIES:
     Having a solid relationship is essential to effective financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. 

     We will always work together in the spirit of mutual trust, respect, and understanding.
  • Email Us to Setup an Appointment

Is there a Fit?

We work with a select group of professionals, business owners, and retirees. We have developed and refined an approach that helps navigate the journey for our clients, to ensure they are prepared. We call it the 26.2 Method.
  • Attributes of Prospective Clients
     Investable Assets of $500,000 or more
     Open to share all financial information and rely on us to guide them
     Value the advice given and focus on the marathon (26.2 Method) and not the sprint
     Respectful of our entire team
     Do Not Sweat the day to day fluctuations of the stock market
  • Goals of Prospective Clients
     To obtain a work-optional lifestyle
     To maintain/increase their lifestyle throughout retirement
     To achieve other goals including family legacy and charitable wishes
     To accomplish a bucket list that is above and beyond a good retirement
  • Why Planning Is Important
    Life will have many twists and turns and even the most thought out plan will need to be tweaked. Check out some of those Critical Financial Events we will help you face
    Life's Critical Financial Events
  • What to Bring to a Meeting
    A list of the various documents that prospective clients should bring to their meeting
    Document Checklist

Location

13625 California St
Ste 400
Omaha, NE 68154
US
Direct:
(402) 399-1545(402) 399-1545
Toll-Free:
(800) 228-3309(800) 228-3309

Meet The Rehmann Group

About Me

Having developed an interest in the financial markets at a young age, Ted Rehmann long ago decided to pursue a career in that field.  Since starting his career in 1986, much in the industry has changed but the responsibility of helping clients meet their financial goals and objectives remains the primary focus.

In July of 2011, my son, Financial Advisor Andrew Rehmann joined Morgan Stanley, and we formed the Rehmann Group.

By meeting with clients on a regular basis, we better understand their needs and concerns, both in the short term, as well as the long term.  Over the years, we have developed and refined our 26.2 method, which helps keep us on pace for the long term, but doesn’t neglect the short to intermediate term either.

Ted has completed the Wealth Advisor Program through Morgan Stanley and hold a Series 7, 63, and 65 license.  He also holds a life insurance, and accident and health license.  Ted also adheres to a professional code of ethics, and he fulfills annual continuing education.

Ted was born in Des Moines, Iowa and moved to Omaha when he was eight.  He is proud to call Omaha home.  He holds a Bachelor’s Degree from the University of Nebraska – Lincoln, with a major in finance.  His strong interest in the financial markets can be traced back through three generations.

Personal Information

Ted and his wife, Ginger, reside in Omaha and are active in various service groups and clubs.  Proud parents of two boys, Andrew and JR.  Ted also enjoys getting the opportunity to work professionally with Andrew.
 
Ted enjoys many hobbies including golf, Bluejay Basketball, Nebraska Football, home projects, travel, but most important is spending time with his 5 grand kids.
Securities Agent: TX, NE, WY, WA, VA, SD, SC, PA, NV, MO, MN, MD, KS, IL, IA, HI, FL, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1265168

About Me

With a strong desire to help people achieve and maintain their financial independence, Financial Advisor Andrew Rehmann joined The Rehmann Group at Morgan Stanley in 2011.  A primary focus of The Rehmann Groups clients is a desire to know that their needs will be met and any possible gaps navigated as they focus on their life goals, both short and long term.

The 26.2 Method developed and refined by The Rehmann Group is designed to address those client concerns – the critical financial events that occur as life unfolds.  By focusing on a consistent philosophy, we can help keep clients on track and focused on the road in front of them.   

Andrew is a CERTIFIED FINANANCIAL PLANNER™ professional, so you can be sure that he provides professional financial planning services. To earn the CFP® certification, Andrew had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Andrew also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

He was born and raised in Omaha, Nebraska.  Andrew holds a Bachelor’s degree in Finance with a minor in Economics from the University of Nebraska – Lincoln.  Growing up surrounded by financial markets only helped increase the interest of investing in the markets, and the long term picture.  That background along with his analytical nature has helped shape the philosophy, planning strategies, and process used. 

Personal Information

Andrew and his wife, Bethany, live in Wahoo, and enjoy the area and the community aspect of living in a small town.  Andrew and Bethany have three children, Isaiah, Emma, and Theo. 

Andrew enjoys working on various projects around the house, taking family vacations, and of course Nebraska Football.  Andrew currently serves on the board for the Wahoo Youth Sports Association, and enjoys coaching when possible.
Securities Agent: NE, WY, WA, VA, TX, SD, SC, PA, NV, MO, MN, MD, KS, IL, IA, HI, FL, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1265237

Investment and Market Perspectives

On Retirement Quarterly Video

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
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  • IRA Plans
  • Retirement Income Strategies
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  • Annuities
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Ready to start a conversation? Contact The Rehmann Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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