Retirement Planning in Douglas County, NE

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Top Retirement Planners in Douglas County, NE

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Christo Financial
Location 17115 Grant St, Omaha, NE 68116, USA
Phone (402) 681-7236
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Carlson Financial
SEC File# 801-113595
CRD# 295907
Location 1908 N 203rd St, Elkhorn, NE 68022, USA
Phone (402) 502-3430
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Enlightened Financial Planning
Location 11850 Nicholas St Ste 240, Omaha, NE 68154, USA
Phone (402) 359-1026
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MJB Financial Planning, LLC
Location 12020 Shamrock Plaza #200, Omaha, NE 68154, USA
Phone (402) 413-1097
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Financial Solutions
SEC File# 801-107129
CRD# 110149
Location 11422 Miracle Hills Dr #310, Omaha, NE 68154, USA
Phone (402) 991-7778
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Trinity Financial Group
SEC File# 801-106677
CRD# 281213
5 out of 5
Location 13520 California St Suite 200, Omaha, NE 68154, USA
Phone (402) 502-1225
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FW Investment Centre
Location 15750 W Dodge Rd, Omaha, NE 68118, USA
Phone (402) 763-1500
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Benefit Plans, Inc.
Location 16924 Frances St # 100, Omaha, NE 68130, USA
Phone (402) 891-0808
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Harvest Financial
Location 17117 Burt St Suite 201, Omaha, NE 68118, USA
Phone (402) 669-0162
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Parker Financial Associates
5 out of 5
Location 1315 N 205th St, Elkhorn, NE 68022, USA
Phone (531) 999-1732
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The Regency Group of Raymond James
3 out of 5
Location 13120 Pierce St. Suite 200, Omaha, NE 68144, USA
Phone (402) 800-1360
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Convergence Advisory Group
Location 17117 Burt St Suite 302, Omaha, NE 68118, USA
Phone (402) 332-8460
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TR Estate Planning
Location 15808 W Dodge Rd Suite 200, Omaha, NE 68118, USA
Phone (800) 824-4314
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Homan Wealth Advisors
SEC File# 801-68136
CRD# 129433
5 out of 5
Location 12829 W Dodge Rd #202, Omaha, NE 68154, USA
Phone (402) 763-6401
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Pekelder Prai Financial Strategies - Ameriprise Financial Services, LLC
Location 15858 W Dodge Rd Ste 110, Omaha, NE 68118, USA
Phone (402) 391-5400
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The Walnut Hill Advisors
5 out of 5
Location 18205 Capitol Ave. Suite 300, Elkhorn, NE 68022, USA
Phone (402) 401-2312
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Retirement Planning in Douglas County, NE

About Douglas County, NE for Those Planning to Retire

Douglas County, NE is a vibrant and bustling area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Joslyn Art Museum to the historic Durham Museum, there is no shortage of cultural attractions in this area. The top employers in Douglas County include the University of Nebraska Medical Center, Mutual of Omaha, and Omaha Public Schools, providing ample job opportunities for residents. Major highways and streets like I-80, I-680, and Dodge Street connect the county to neighboring cities and states, making travel easy and convenient. With neighborhoods like Dundee, Benson, and West Omaha, residents have a variety of options when it comes to choosing a place to call home. Overall, Douglas County is a dynamic and exciting place to live, work, and explore.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Douglas County, NE can benefit from a bank in several ways. Firstly, a bank can provide them with various financial services such as checking and savings accounts, loans, and credit cards. This is particularly important for the people of Douglas County, NE, as the county is home to several small businesses and agricultural operations. Secondly, a bank can help residents manage their money more efficiently by offering online banking services, mobile apps, and other technological solutions. This is crucial in a county like Douglas, where the population is spread out, and people may not have easy access to physical bank branches. Finally, a bank can help residents plan for their future by offering investment and retirement planning services. This is especially important in Douglas County, NE, where the population is aging, and people need to prepare for their retirement years. Overall, a bank can provide essential financial support to the residents of Douglas County, NE, and help them achieve their financial goals.

Insurance Broker

Residents of Douglas County, NE can greatly benefit from the services of an insurance broker. With the county's population of over 570,000, there is a diverse range of insurance needs. An insurance broker can provide assistance in finding the right insurance policies for individuals and families, whether it be health insurance, auto insurance, or home insurance. Additionally, with Douglas County being located in the heart of Tornado Alley, an insurance broker can help residents navigate the complexities of tornado insurance and ensure they are properly covered in the event of a disaster. Furthermore, with the county being home to major corporations such as Berkshire Hathaway and Union Pacific Railroad, an insurance broker can provide valuable guidance in navigating the complex world of commercial insurance for business owners. Overall, an insurance broker can provide invaluable assistance to the residents of Douglas County, NE in protecting their assets and ensuring peace of mind.

Wealth Management

Residents of Douglas County, NE would benefit from the expertise of a wealth manager in a myriad of ways. Specifically, given the county's high median household income of $77,000, a wealth manager could assist residents in optimizing their investment portfolios and maximizing their returns. Additionally, with Omaha serving as a hub for several major corporations, a wealth manager could provide valuable guidance on navigating stock options and other equity-based compensation packages. Furthermore, with Douglas County's aging population, a wealth manager could help residents plan for retirement and ensure that they have sufficient funds to cover healthcare costs and other expenses in their later years. Overall, a wealth manager could provide invaluable assistance to residents of Douglas County, NE in achieving their financial goals and securing their financial futures.

Financial Advisor

Residents of Douglas County, NE can benefit from the services of a financial advisor in a multitude of ways. One specific area where a financial advisor can be of help is in the management of retirement accounts. With a population of over 500,000 people, many of whom are nearing retirement age, it is crucial for residents of Douglas County to have a solid plan in place for their retirement years. A financial advisor can assist with creating a retirement plan that takes into account factors such as age, income, and lifestyle goals. Additionally, they can provide guidance on investment strategies, tax planning, and estate planning. By working with a financial advisor, residents of Douglas County can feel more confident about their financial future and take steps towards achieving their long-term goals.

Mortgage Loan Officer

Residents of Douglas County, NE can benefit from the services of a mortgage loan officer in various ways. For instance, the loan officer can assist in securing a mortgage loan for the residents who want to buy a home, refinance their existing mortgage, or consolidate debt. Douglas County, NE is a diverse area with a population of over 500,000 people, and the mortgage loan officer can help the residents navigate the complex mortgage process. With the officer's expertise and knowledge of the local real estate market, they can help residents find the best mortgage rates and terms that suit their financial situation. Additionally, the loan officer can provide advice on how to improve credit scores and how to qualify for a mortgage loan. By working with a mortgage loan officer, residents of Douglas County, NE can achieve their dream of homeownership and improve their financial stability.

Tax Services

Residents of Douglas County, NE would greatly benefit from the guidance of a tax advisor in navigating the complex tax laws and regulations that are specific to the state. With a population of over 500,000 people, Douglas County is home to a diverse range of individuals and businesses with unique tax needs. A tax advisor can assist residents in maximizing their deductions and credits, minimizing their tax liabilities, and ensuring that they are in compliance with all state and federal tax laws. Additionally, the tax advisor can provide guidance on tax planning strategies that are specific to Douglas County, such as taking advantage of the state's tax incentives for businesses that invest in certain industries. With the help of a knowledgeable tax advisor, residents of Douglas County can feel confident in their financial decisions and avoid costly mistakes.

Estate Planning Lawyer

Residents of Douglas County, NE can benefit greatly from the services of an estate planning lawyer. With the county's population of over 500,000 people, there are a variety of legal issues that can arise when it comes to estate planning. An estate planning lawyer can assist with drafting wills and trusts, creating powers of attorney and healthcare directives, and navigating complex tax laws. Additionally, with Douglas County being home to a significant number of retirees, an estate planning lawyer can help ensure that their assets are protected and distributed according to their wishes. Furthermore, the lawyer can assist with planning for long-term care needs, such as nursing home expenses, which can be particularly important in a state like Nebraska where the cost of long-term care is higher than the national average. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Douglas County, NE as they plan for their future and the future of their loved ones.

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