Retirement Planning in Lancaster County, NE

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List of Firms

Top Retirement Planners in Lancaster County, NE

Callahan Financial Planning | Lincoln Nebraska Financial Advisors
Location 233 S 13th St Ste 1100, Lincoln, NE 68508, USA
Phone (402) 474-1200
Directions
Securities America Inc
Location 6100 Apples Way # 100, Lincoln, NE 68516, USA
Phone (402) 434-9331
Directions
Nebraska Public Employees Retirement Systems
2 out of 5
Location 1526 K St #400, Lincoln, NE 68508, USA
Phone (402) 471-2053
Directions
Kuzma Financial Services
5 out of 5
Location 1630 S 70th St, Lincoln, NE 68506, USA
Phone (402) 438-4200
Directions
THE SMITH TEAM
Location 115 Canopy St Suite 400, Lincoln, NE 68508, USA
Phone (402) 437-1076
Directions
Perspective Planning Partners
5 out of 5
Location 5960 Vandervoort Dr Ste 100, Lincoln, NE 68516, USA
Phone (402) 420-1000
Directions
Merrill Lynch Wealth Management
4 out of 5
Location 301 S 12th St, Lincoln, NE 68508, USA
Phone (800) 937-0213
Directions
Elias Kruse Financial - Northwestern Mutual
Location 2900 S 70th St #200, Lincoln, NE 68506, USA
Phone (402) 483-7871
Directions
Bellwether Wealth
SEC File# 801-114600
CRD# 300012
Location 140 N 8th St #210, Lincoln, NE 68508, USA
Phone (402) 476-8844
Directions
MidPlains Advisors
Location 5539 S 27th St #206, Lincoln, NE 68512, USA
Phone (402) 730-7387
Directions
Liberty Advisers
Location 1001 S 70th St, Lincoln, NE 68510, USA
Phone (402) 423-9434
Directions
Teacher Pros
Location 770 N Cotner Blvd # 411, Lincoln, NE 68505, USA
Phone (402) 454-7204
Directions
Benefit Planning Spec In
Location 770 N Cotner Blvd # 300, Lincoln, NE 68505, USA
Phone (402) 466-5109
Directions
Retirement Planning in Lancaster County, NE

About Lancaster County, NE for Those Planning to Retire

Lancaster County, NE is a thriving region filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the towering Nebraska State Capitol building to the historic Haymarket District, there's always something to see and do in this bustling county. The top employers in Lancaster County include Lincoln Public Schools, the University of Nebraska-Lincoln, and Bryan Health, providing ample job opportunities for residents. Major highways such as I-80 and US-77 run through the county, making transportation and commuting a breeze. Neighborhoods such as the Highlands, University Place, and Havelock offer diverse housing options for families and individuals alike. And let's not forget about the stunning Sunken Gardens and the Lincoln Children's Zoo, both popular attractions for locals and visitors alike. Overall, Lancaster County is a vibrant and dynamic region that continues to grow and evolve with each passing year.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lancaster County, NE can benefit from a bank in numerous ways. First and foremost, a bank can provide financial assistance to individuals and businesses in the area. With a variety of loan options available, including personal loans, business loans, and mortgages, residents can obtain the financial support they need to achieve their goals. Additionally, banks can offer competitive interest rates on savings accounts and certificates of deposit, helping residents to grow their wealth over time. With the agricultural industry playing a significant role in Lancaster County, banks can also provide specialized services to farmers and ranchers, such as agricultural loans and crop insurance. Overall, a bank can serve as a valuable resource for residents of Lancaster County, providing them with the financial tools and services they need to thrive in their personal and professional lives.

Insurance Broker

Residents of Lancaster County, NE can greatly benefit from the services of an insurance broker. The broker can help them navigate the complex and ever-changing insurance market, ensuring that they get the best coverage at the most affordable rates. One specific challenge that residents of Lancaster County face is the high risk of flooding due to the county's proximity to the Platte River and Salt Creek. An insurance broker can help residents find flood insurance policies that provide adequate coverage for their homes and businesses, protecting them from the financial devastation that can result from flood damage. Additionally, the broker can help residents understand the intricacies of their policies, such as deductibles and exclusions, and can advocate on their behalf in the event of a claim. Overall, an insurance broker can be an invaluable resource for residents of Lancaster County, helping them to protect their assets and achieve peace of mind.

Wealth Management

Residents of Lancaster County, NE can greatly benefit from the services of a wealth manager. With a population of over 320,000 people, there is a diverse range of financial needs and goals within the county. A wealth manager can assist in creating a comprehensive financial plan that takes into account specific factors unique to Lancaster County, such as the thriving agricultural industry and the impact of severe weather conditions on property and assets. They can also provide guidance on investment opportunities that align with the values of the community, such as sustainable and socially responsible investments. Additionally, a wealth manager can help residents navigate the complexities of estate planning, ensuring that their assets are distributed according to their wishes and in compliance with state and federal laws. By working with a wealth manager, residents of Lancaster County can feel confident in their financial future and have peace of mind knowing that their financial goals are being pursued with expert guidance.

Financial Advisor

Residents of Lancaster County, NE can benefit greatly from the expertise of a financial advisor. With the county's economy driven by agriculture and manufacturing, a financial advisor can guide residents on how to invest in these industries to maximize their returns. Additionally, with the University of Nebraska-Lincoln located in the heart of the county, a financial advisor can assist students and faculty in managing their student loans and retirement savings. The advisor can also help residents navigate the complexities of the tax laws specific to Nebraska, such as the state's inheritance tax and sales tax exemptions for agricultural equipment. Furthermore, with the county's growing population and housing market, a financial advisor can provide valuable guidance on how to invest in real estate and plan for future expenses. Overall, a financial advisor can help residents of Lancaster County, NE achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lancaster County, NE can benefit greatly from the expertise of a mortgage loan officer. With the county's population of over 319,000 people, the demand for affordable housing options is high. A mortgage loan officer can assist residents in navigating the complexities of the home buying process, including finding the right mortgage product for their financial situation, securing pre-approval, and ensuring that all necessary documentation is in order. Additionally, with the county's diverse population, a mortgage loan officer can provide specialized assistance to non-English speaking residents or those with unique financial circumstances. Whether it's a first-time homebuyer or someone looking to refinance their current home, a mortgage loan officer can provide valuable guidance and support to help residents of Lancaster County achieve their homeownership goals.

Tax Services

Residents of Lancaster County, NE could benefit from the expertise of a tax advisor in several ways. Firstly, Lancaster County is home to several agricultural businesses, and a tax advisor could help these businesses navigate the complex tax laws surrounding farming and ranching. Additionally, the county has a significant number of retirees, and a tax advisor could help them maximize their retirement savings and minimize their tax liabilities. Furthermore, Lancaster County has a growing tech industry, and a tax advisor could assist these businesses with tax planning and compliance. Finally, with the recent changes to the tax code, a tax advisor could help all residents of Lancaster County understand how these changes will affect their tax obligations and help them plan accordingly. Overall, a tax advisor could provide valuable assistance to residents of Lancaster County, helping them navigate the complex and ever-changing world of taxation.

Estate Planning Lawyer

Residents of Lancaster County, NE can benefit from the expertise of an estate planning lawyer in several ways. Firstly, the lawyer can assist in drafting a comprehensive estate plan that takes into account the unique laws and regulations of Lancaster County, NE. This includes ensuring that the plan is in compliance with state laws governing wills, trusts, and probate. Secondly, an estate planning lawyer can help residents minimize their tax liabilities by identifying tax-saving strategies that are specific to Lancaster County, NE. This may include taking advantage of tax credits and deductions that are available only to residents of the county. Additionally, the lawyer can help residents protect their assets from potential creditors and lawsuits by setting up trusts and other legal entities that shield their assets from liability. In summary, the expertise of an estate planning lawyer can help residents of Lancaster County, NE ensure that their assets are protected and their wishes are carried out in accordance with the law.

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