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Shunkwiler Financial
Shunkwiler Financial: Praxisnahe, persönliche Beratung für eine selbstbewusste Ruhestandsplanung in Lincoln.
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Business
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Shunkwiler Financial: Praxisnahe, persönliche Beratung für eine selbstbewusste Ruhestandsplanung in Lincoln.
Shunkwiler Financial in Lincoln bietet individuelle Finanzplanung und Anlageberatung. Kunden loben ein praxisnahes, reaktionsschnelles Team mit tiefem Fachwissen, insbesondere bei Ruhestandsfragen des öffentlichen Dienstes und des Militärs sowie bei TSPs. Sie erwähnen auch klare, freundliche Beratung und durchdachte Strategien für den Ruhestand.
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Personalisierte Anlagestrategien und Portfolioanalyse, um Renditen zu optimieren und mit Ihren finanziellen Zielen in Einklang zu bringen.
Expertenberatung zu Pensionen im öffentlichen Dienst, Militärpensionen, Verwaltung des TSP und Strategien für das Ruhestandseinkommen.
Umfassende Finanzplanung, einschließlich Risikobewertung, Nachlassplanung und Vermögensverwaltung.
Informative Abendveranstaltungen und Einzelgespräche, um Kunden über Finanzoptionen und Markttrends zu informieren.
Regelmäßige Analyse und Anpassung von Anlageportfolios, um sicherzustellen, dass sie mit verändernden Bedürfnissen und Marktbedingungen übereinstimmen.
Gesamtbewertung
michael odonnell
Brett and his staff are top notch! He spent a great amount of time helping us find the best investment choices. We would recommend him and his staff absolutely! We are very satisfied with his “ hands on” management style! Cheers and Merry Christmas to you and your adorable family! Regards, Mike ‘n Cindy ODonnell
Brett Andersen
We have been working with Brett and Team Shunkwiler for 7 years now. They understand the nuances of Civil Service and Military retirements and associated TSPs. He helped us move our funds into alternative investments away from TSP and it has worked wonderfully. The Team is always available and very responsive. We referred both friends and family to Brett. Truly appreciate the hands on, family approach with all of Brett’s Team. Recently, two of our children have opted to move their investments to Brett’s team.
Christy Detty
Everyone we have encountered has been extremely helpful, knowledgeable and supportive. We have worked with Eric and Jared. Jared is so kind and helpful, he takes all of our calls and helps right away so no need for follow up.
Jen Lee
Shunkwiler Financial is an awesome team of Advisors. We work with Eric Rickert and he is great at what he does. He gives us good advice and reviews our plans as needed. They threw a nice retirement/70th birthday party at their beautiful office. I highly recommend Shunkwiler Financial for any of your financial needs.
Roger Harre
My wife and I attended a very informative dinner presentation by Sean and then set an appointment to go over our financial portfolio. We agreed to meet again after Brett and Sean had an opportunity to analyze our positions. Both my wife and I were very impressed with the amount of time and effort those two put into a new financial plan to better align with my upcoming retirement. We highly recommend the Shunkwiler firm! Very professional, knowledgeable and friendly!
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