Trusted by 2,500+ families
The clarity you want. The confidence you deserve.
The retirement future you’ve always imagined.
At Axess Financial, we’re more than retirement professionals. We’re dedicated partners committed to helping you uncover a clear and confident path in retirement that is focused on the things you love and the people who matter. And as your journey continues, we’ll help deliver the same refreshing clarity and confidence in retirement you’ve enjoyed since day one.
About
We believe our clients deserve more than a simple retirement strategy. They deserve a partner who’s dedicated to their vision.
Services
There’s more to a retirement strategy than products. There’s vision, hope and a dream for a better and brighter future.
Contact
Whether you’re interested in learning more about our team and what we do, or you’re ready to book a meeting, we’d love to chat!
Our Services
Where Growth and Protection Intersect
Whether you’re nearing retirement or currently enjoying your best years yet, the Axess Financial team offers the tailored financial services you need to help realize and protect your goals at the same time.
Easing concerns by putting yours first
Whether you’re currently retired or still a few years away, it’s common to feel uneasy about your finances. We work to understand the source of your stress and provide tailored strategies that may help alleviate anxiety today and plot a clear path to a confident tomorrow.
We design our retirement strategies to include:
Clarity & Confidence
You deserve to feel great about the retirement decisions we make together. That’s why clear and consistent communication comes with everything we do.
Dedication & Transparency
Dedication is important when it comes to the money you worked a lifetime to earn. Which is why we offer complete transparency with every decision and every penny.
Personalization & Engagement
To personalize your plan to meet your unique wants, needs and goals, we encourage all our clients to be involved and engaged in every decision—big or small.
Meet Dave Nieto
Dave is a seasoned retirement professional who has helped individuals and businesses by providing strategies to help reach your retirement goals. While you focus on your retirement aspirations, Dave is committed to building strategies that contribute to your overall financial goals.
Unlike big corporations that may prioritize their own bottom line, Dave focuses on you. His approachable style helps ensure you won’t feel intimidated or talked down to. Dave takes the time to explain everything clearly, making sure you’re comfortable asking questions and understanding your retirement journey. Clients appreciate Dave’s likable nature, choosing him because they feel at ease discussing their goals and concerns with someone who genuinely listens and cares about their success.
Whether you’re planning for retirement, protecting your legacy or seeking financial confidence, Dave is here to help guide you every step of the way.
Outside of work, Dave is an avid scuba diver with more than 150 dives under his belt. He also enjoys playing golf and cheering on Nebraska football. As a proud U.S. Marine, he takes pride in helping fellow Marines whenever possible.
Dave was featured in Yahoo! Finance.
Testimonial
Trusted by Thousands
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FAQ's
frequently asked questions
Explore our faqs or reach out to understand how our financial guidance works.
What is Axess Financial?
Axess Financial is a retirement planning and financial advisory firm dedicated to helping individuals build confidence and clarity around their financial futures. We focus on personalized strategies tailored to your unique retirement goals and needs.
How is your approach different from other financial advisors?
At Axess Financial, we emphasize a personalized and collaborative approach. You’ll be involved in every decision, and we tailor strategies based on your goals, values, and financial situation—not one-size-fits-all products.
Who will I work with?
You’ll work with experienced professionals who are committed to clear communication and dedicated support throughout your financial planning journey. Our advisors take time to understand your goals and help you feel confident in your decisions.
Do you provide legal, tax, or investment advice?
The information provided by Axess Financial is educational and intended to help with planning discussions. It is not tax, legal, or investment advice and shouldn’t be relied upon as such. Consult a qualified professional for those areas.
What services does Axess Financial offer?
Retirement Income Strategies – Analysis and planning to help you build a sustainable income in retirement.
Life Insurance Solutions – Assessment and guidance on choosing the right life insurance to protect your family’s financial security.
Annuities Planning – Helping you understand if annuities fit your retirement income plan and risk comfort.
How do I get started with Axess Financial?
• Contact us via phone or email
• Schedule an appointment for a consultation
• We’ll begin with a comprehensive analysis of your current financial situation and work together on a customized plan.
What should I bring to my first appointment?
For your initial meeting, it’s helpful to bring:
• Recent financial statements
• Retirement accounts summaries
• Insurance policy details
• Any estate planning documents
Our advisor will guide you through what’s most relevant during your session.
How often should I review my retirement plan?
We recommend regular reviews—at least annually or whenever you experience a major life change (e.g., retirement, career changes, health updates). Continuous review ensures your plan stays aligned with your goals.
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Terms & Conditions
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
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