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Shunkwiler Financial
Shunkwiler Financial: Des conseils pratiques et personnalisés pour une planification de retraite en toute confiance à Lincoln.
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Shunkwiler Financial: Des conseils pratiques et personnalisés pour une planification de retraite en toute confiance à Lincoln.
Shunkwiler Financial à Lincoln propose une planification financière personnalisée et des conseils en investissement. Les clients louent une équipe pratique, réactive et profondément compétente, notamment pour les besoins de retraite des fonctionnaires civils et des militaires et des plans TSP. Ils soulignent également des conseils clairs et chaleureux et des stratégies de retraite bien pensées.
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Des stratégies d'investissement personnalisées et une analyse de portefeuille pour optimiser les rendements et les aligner sur vos objectifs financiers.
Conseils d'experts sur les retraites des services civils et militaires, la gestion du TSP et les stratégies de revenus de retraite.
Planification financière complète, y compris l'évaluation des risques, la planification successorale et la gestion de patrimoine.
Présentations informatives lors de dîners et séances individuelles pour informer les clients sur les options financières et les tendances du marché.
Analyse et ajustements réguliers des portefeuilles d'investissement pour assurer leur alignement avec l'évolution des besoins et des conditions du marché.
Note globale
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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