Business Details
42 Years
experience
Trusted Financial Planning & Life Insurance in Omaha
For over five decades, PJ Ramaekers & Associates has prioritized a client-first philosophy, delivering tailored financial solutions to Omaha and surrounding communities. Our expertise spans life insurance, retirement planning, and comprehensive financial strategies, rooted in a legacy of integrity and personalized service. With combined experience exceeding 80 years, our team of certified professionals, including industry award recipients, remains committed to empowering clients through every financial milestone.We emphasize transparency, ethical practices, and community engagement, ensuring clients receive both technical proficiency and genuine care. Our approach integrates decades of industry insights with modern financial tools to address evolving client needs.
Services
Financial Planning
Life Insurance
Retirement Planning
Estate Preservation
Debt Reduction
Details
- Year established: 1984
Highlights and features
- We offer 55+ years of combined experience in financial planning and life insurance.
- Our team includes NAIFA Hall of Fame inductees and Million Dollar Round Table qualifiers.
- We prioritize personalized service with a focus on long-term client relationships.
- Our strategies integrate retirement planning, estate preservation, and debt management.
- We maintain active community involvement through coaching and literacy programs.
Associations and certifications
- Chartered Life Underwriter (CLU)
- Certified Fund Specialist (CFS)
- Life Underwriter Training Council Fellow (LUTCF)
- Million Dollar Round Table (MDRT)
- National Association of Insurance and Financial Advisors (NAIFA)
What people say
Great with me and my family
Glad to give him my business
Services
Financial Planning
Comprehensive financial planning addresses retirement, education expenses, and debt reduction. Our certified advisors create customized strategies aligned with life goals. Clients benefit from decades of experience and industry-recognized credentials.
Life Insurance
Tailored life insurance solutions provide financial security for families during unexpected events. We offer affordable options with expert guidance on coverage amounts and timing. Policies ensure loved ones' financial stability during critical moments.
Retirement Planning
Specialized retirement planning considers home purchases, healthcare costs, and lifestyle goals. Our team develops phased strategies for pre-retirement and post-retirement financial management. Clients receive ongoing portfolio reviews and adjustments.
Estate Preservation
Estate planning services focus on asset protection and intergenerational wealth transfer. We coordinate with legal professionals to establish trusts and minimize tax liabilities. Solutions ensure clients' financial legacies align with personal values.
Debt Reduction
Customized debt management programs address mortgages, student loans, and credit obligations. We implement structured repayment plans while maintaining emergency funds. Strategies help clients achieve financial freedom without compromising quality of life.
People
Patrick J. Ramaekers
CEO
With 55+ years in financial services, Pat holds CLU and CFS designations. He's a NAIFA Hall of Fame inductee and 20-time Top of the Table qualifier. His career spans securities advisory since 1970.
Nick Ramaekers
President
Nick has 30+ years of experience, holding CFS and LUTCF credentials. As NAIFA-Omaha's former president, he specializes in family financial planning. He's a Million Dollar Round Table life member.
Questions
What financial services do you specialize in?
We focus on life insurance, retirement planning, estate preservation, and debt management strategies tailored to individual life stages.
How long have you served Omaha clients?
Our firm has operated since 1984, with team members having over 55 combined years of local financial advisory experience.
What certifications do your advisors hold?
Our advisors maintain CLU, CFS, and LUTCF designations, along with Million Dollar Round Table and NAIFA memberships.
How do you approach client relationships?
We prioritize personalized service through regular reviews, transparent communication, and customized financial roadmaps for each client's unique situation.
What community involvement do you maintain?
We support local initiatives through coaching, literacy programs, and blood donations, with over 19 gallons contributed by team members.
