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Bob Bennie Wealth Management: Bob Bennie, CFP® and Jessie Thompson, CFP®
Des conseils financiers clairs et de confiance à Lincoln pour la retraite, les fiducies et des placements intelligents.
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Des conseils financiers clairs et de confiance à Lincoln pour la retraite, les fiducies et des placements intelligents.
Bob Bennie Wealth Management: Bob Bennie, CFP® et Jessie Thompson, CFP® offre une planification financière réfléchie et une gestion de patrimoine à Lincoln, Nebraska. Les clients louent le personnel amical et professionnel qui explique les finances en termes simples, aide à mettre en place des fiducies vivantes et des testaments, et guide les investissements 401(k). L'équipe met l'accent sur les relations à long terme, y compris les conversions d'IRA vers Roth avec des avantages fiscaux favorables pour la planification de la retraite.
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Conseils sur la gestion des 401(k), les transferts d'IRA et les conversions Roth pour optimiser l'épargne en vue de la retraite.
Aide à la mise en place de fiducies vivantes, de testaments et de directives médicales pour protéger votre héritage.
Des stratégies de portefeuille personnalisées qui équilibrent sécurité et rendement pour la croissance du patrimoine.
Des explications claires et des conseils pour aider les clients à comprendre et gérer leurs finances avec assurance.
Des stratégies de conversions et d'investissements fiscalement efficaces pour optimiser les avantages fiscaux.
Note globale
Anne Hobbs
Bob and his team are incredible! They have helped my husband I grow our retirement beyond what we thought was possible. I am always so excited to go meet with them. I walk away feeling more financially sound, knowledgeable and generous.
Tina Adams
The team is very welcoming and extremely knowledgeable about financial wellness; always willing to provide suggestions to get your portfolio where you want it to be—love my team!
Jon Olsen
My experience with Bob Bennie Wealth Management has been outstanding. Bob and Jessie have been great to work with, they explain everything in terms that my wife and I can easily understand. They helped us set up a living trust and guided us through investing our 401(k), which has been performing very well. Working with them takes the pressure and stress out of financial planning because we know we’re in good hands. The entire staff is friendly, professional, and a pleasure to work with. I highly recommend Bob Bennie Wealth Management to anyone looking for trusted financial guidance.
Charlie Link
Bob and his team have been managing my IRA for over 10 years. These were rollover funds from prior 401(k) accounts. The firm has always been helpful, honest, and friendly. Bob brought my account out of the 2008 dip. He has effectively moved among various products since then, providing a great balance of safety and return. I am 70 years old, still working, with an active 401(k) that he is aware of, but does not directly affect. As an update to my review years ago: I am now 77 years old. I have been retired for a bit over 5 years. During that time, Bob & Jessie have handled IRA to Roth conversions on two occasions, each time with phenomenal tax benefits, occurring on significant market dips. They are quick and offer great advice on account management. Still a solid 5-star for me.
Darlene Blankenau
I would like to tell about our experience with Bob Bennie Wealth Management. My husband and I came from financially poor but spiritually rich, loving families. My husband paid the bills and controlled our finances when we were young. He searched for someone to invest our money to grow and carefully prepare for our future. He was very conservative and his goal was that if I should be left alone I would not have to worry. After searching he chose Bob Bennie. We were interviewed carefully about our goals and felt Bob’s ideas matched our needs. We have been clients of his for many years. We have three daughters and we paid for their college and they graduated debt free. We were able to support our church. He helped us set up our wills, our medical decisions and assembled the information in a professional “go to” notebook . My dear loving husband of almost 55 years received a terminal diagnosis. I was the one to be left alone. He called Bob and asked him to “take care of me”. Bob said he would. I used that “go to” book so many times during the last months of doctors’ visits, ambulance rides, hospital admissions etc. The entire staff has been so helpful, loving and kind. I needed that. They are interested in their clients in a personal way. They have been there to answer questions for me and give advice when I ask. We have been most pleased with the professional and personal relationship established . I am a great fan of Bob Bennie Wealth Management because after all these years I have someone to advise me and I don’t have to worry.
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