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Shunkwiler Financial
Shunkwiler Financial: una orientación práctica y personalizada para una planificación de la jubilación con confianza en Lincoln.
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Shunkwiler Financial: una orientación práctica y personalizada para una planificación de la jubilación con confianza en Lincoln.
Shunkwiler Financial en Lincoln ofrece planificación financiera personalizada y orientación de inversiones. Los clientes elogian a un equipo práctico y receptivo con un profundo conocimiento, especialmente para las necesidades de jubilación del Servicio Civil y del Militar y de los TSPs. También destacan un asesoramiento claro y amable y estrategias de jubilación bien pensadas.
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Estrategias de inversión personalizadas y análisis de carteras para optimizar los rendimientos y alinearlas con sus objetivos financieros.
Asesoramiento experto sobre el servicio civil, jubilaciones militares, gestión del TSP y estrategias de ingresos para la jubilación.
Planificación financiera integral, que incluye evaluación de riesgos, planificación patrimonial y gestión de la riqueza.
Presentaciones informativas en cenas y sesiones individuales para educar a los clientes sobre opciones financieras y tendencias del mercado.
Análisis y ajuste regulares de carteras de inversión para garantizar su alineación con las necesidades cambiantes y las condiciones del mercado.
Calificación general
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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