Retirement Planning in Cass County, NE

We did the hard work of finding trustworthy partners in Cass County, NE. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Cass County, NE

generic_business-71
Parker Financial Associates
5 out of 5
Location 1315 N 205th St, Elkhorn, NE 68022, USA
Phone (531) 999-1732
Directions
generic_business-71
Ark Financial
SEC File# 801-64063
CRD# 122867
5 out of 5
Location 133 N 14th St, Ashland, NE 68003, USA
Phone (888) 576-5525
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Step by Step Planners
Location 8525 Executive Woods Dr Suite 500, Lincoln, NE 68512, USA
Phone (402) 417-7484
Directions
generic_business-71
Estate & Wealth Planning Inc
5 out of 5
Location 5801 Mark St, Papillion, NE 68133, USA
Phone (402) 331-1429
Directions
generic_business-71
Thrivent Financial-Lutherans
Location 316 Chicago Ave, Plattsmouth, NE 68048, USA
Phone (402) 296-0234
Directions
generic_business-71
Financial Design Group
Location 12110 Port Grace Blvd #200, La Vista, NE 68128, USA
Phone (402) 509-2250
Directions
generic_business-71
Benefit Plans, Inc.
Location 16924 Frances St # 100, Omaha, NE 68130, USA
Phone (402) 891-0808
Directions
generic_business-71
Edward Jones - Financial Advisor: Michael A Schuldt, CFP®
Location 341 Main St, Plattsmouth, NE 68048, USA
Phone (402) 296-6025
Directions
generic_business-71
Lifetime Retirement Partners
5 out of 5
Location 17117 Oak Dr Ste A, Omaha, NE 68130, USA
Phone (800) 971-2989
Directions
generic_business-71
Callahan Financial Planning | Lincoln Nebraska Financial Advisors
Location 233 S 13th St Ste 1100, Lincoln, NE 68508, USA
Phone (402) 474-1200
Directions
generic_business-71
First Command
SEC File# 801-56942
CRD# 281958
4 out of 5
Location 1716 Charleston Dr, Papillion, NE 68133, USA
Phone (402) 291-3040
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
First Command Financial Advisor - Omar Nurse
Location 1716 Charleston Dr, Papillion, NE 68133, USA
Phone (402) 291-3040
Directions
generic_business-71
Shunkwiler Financial
Location 1500 S 70th St #201, Lincoln, NE 68506, USA
Phone (402) 466-3919
Directions
Retirement Planning in Cass County, NE

About Cass County, NE for Those Planning to Retire

Nestled in the heart of Nebraska, Cass County boasts a plethora of landmarks that attract visitors from far and wide. From the historic Cass County Courthouse, which dates back to the 1800s, to the awe-inspiring Platte River State Park, there is no shortage of beautiful sights to behold in this charming county. But Cass County isn't just a tourist destination - it's also home to some of the top employers in the state. Companies like Nebraska Medicine, ConAgra Foods, and Union Pacific Railroad provide thousands of jobs to residents of the county, helping to fuel its thriving economy. Of course, getting around Cass County is easy thanks to its extensive network of highways and streets. Major thoroughfares like I-80 and US-75 connect the county to nearby cities and towns, while local roads like Main Street and Elm Street make it easy to navigate within the county itself. And when it comes to neighborhoods, Cass County has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Cass County, NE can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to those who require it, especially during tough economic times. This is particularly important in Cass County, NE, where the economy is heavily dependent on agriculture, and farmers often require loans to purchase equipment or expand their operations. Additionally, a bank can offer investment opportunities to residents who are looking to grow their wealth. This is particularly important in Cass County, NE, where many residents are retired and looking for ways to supplement their income. Lastly, a bank can provide financial education to residents, helping them to understand how to manage their money more effectively and make informed financial decisions. This is particularly important in Cass County, NE, where many residents may not have had access to financial education in the past and may need guidance on how to manage their finances.

Insurance Broker

Residents of Cass County, NE can benefit greatly from the services of an insurance broker. With the county's high number of agricultural businesses, an insurance broker can help farmers navigate the complexities of crop insurance and ensure that their livelihoods are protected in the event of a natural disaster or market downturn. Additionally, with Cass County's location in Tornado Alley, an insurance broker can help homeowners and businesses obtain comprehensive coverage that includes protection against wind and hail damage. The broker can also assist residents in finding affordable health insurance plans, which can be a challenge in a rural area with limited options. Overall, an insurance broker can provide invaluable support and peace of mind to the residents of Cass County, NE.

Wealth Management

Residents of Cass County, NE can greatly benefit from the expertise of a wealth manager. These professionals can provide a wide range of financial services, including investment management, retirement planning, and estate planning. One specific way that a wealth manager can assist residents of Cass County is by helping them navigate the complexities of farm succession planning. Cass County is home to a significant number of farms, and many families have been farming the same land for generations. However, passing down a farm to the next generation can be a complicated process, involving legal, tax, and financial considerations. A wealth manager can help families develop a comprehensive plan that ensures the smooth transfer of assets and minimizes tax liabilities. Additionally, a wealth manager can provide ongoing support to help ensure the long-term financial stability of the farm and the family.

Financial Advisor

Residents of Cass County, NE could greatly benefit from the services of a financial advisor. With a population of over 25,000 people, the county is home to a diverse range of individuals with varying financial needs. A financial advisor can provide guidance on budgeting, investing, retirement planning, and debt management. Additionally, the agriculture industry is a significant part of the local economy, and a financial advisor with expertise in this area can assist farmers and ranchers with managing their finances, navigating government programs, and planning for the future. With the recent economic downturn caused by the COVID-19 pandemic, many individuals and businesses in Cass County are facing financial uncertainty. A financial advisor can offer valuable insights and strategies to help residents weather the storm and emerge stronger on the other side.

Mortgage Loan Officer

Residents of Cass County, NE can greatly benefit from the services of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage loan, which can be particularly challenging in a rural area like Cass County. With a population of just over 25,000 people spread across 566 square miles, Cass County presents unique challenges for those seeking a mortgage. A mortgage loan officer can help residents understand the various types of loans available, including those specific to rural areas, and can provide guidance on the documentation required to secure a loan. Additionally, a mortgage loan officer can offer advice on how to improve credit scores and increase the chances of loan approval. Overall, the expertise of a mortgage loan officer can be invaluable to residents of Cass County, helping them achieve their dreams of homeownership.

Tax Services

Residents of Cass County, NE can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving assistance in preparing and filing their tax returns. This is especially important in Cass County, NE, where residents are subject to local taxes that may not be familiar to those outside of the area. Additionally, a tax advisor can help residents navigate complex tax laws and identify deductions and credits that they may not be aware of. This can result in significant savings and a reduced tax burden. Furthermore, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and estate planning, which can help residents achieve their financial goals and protect their assets. Overall, the expertise of a tax advisor can be invaluable to residents of Cass County, NE in ensuring compliance with tax laws and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Cass County, NE could greatly benefit from the services of an estate planning lawyer. The lawyer could assist in creating a will, which is crucial in determining how one's assets will be distributed after death. In addition, the lawyer could help establish trusts to protect assets and minimize taxes. Cass County, NE is known for its farming and agricultural industries, and an estate planning lawyer could help farmers protect their land and ensure that it remains in the family for generations to come. The lawyer could also assist in setting up power of attorney and healthcare directives, which are important in case of incapacitation. Overall, an estate planning lawyer could provide invaluable guidance and peace of mind to residents of Cass County, NE.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs