Retirement Planning in Lincoln, NE

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List of Firms

Top Retirement Planners in Lincoln, NE

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Kechely Wealth Management
5 out of 5
Location 3440 Madison Ave, Lincoln, NE 68504, USA
Phone (402) 434-4770
Language http://kechelywealth.com/
Directions
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Pittenger & Anderson, Inc.
Location 5533 S 27th St #201, Lincoln, NE 68512, USA
Phone (402) 328-8800
Language https://pittand.com/
Directions
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Midwest Choice Financial
Location 300 N 44th St STE 202, Lincoln, NE 68503, USA
Phone (402) 483-7800
Language http://www.midwestchoice.com/
Directions
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Callahan Financial Planning | Lincoln Nebraska Financial Advisors
SEC File# 801-121322
CRD# 314571
Location 233 S 13th St Ste 1100, Lincoln, NE 68508, USA
Phone (402) 474-1200
Language https://callahanplanning.com/locations/lincoln-nebraska-financial-advisors/
Directions
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Kritikos Wealth Management of Raymond James
Location 8700 Executive Woods Dr Ste 300, Lincoln, NE 68512, USA
Language https://www.raymondjames.com/kritikoswm
Directions
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Renaissance Financial
5 out of 5
Location 3600 Village Dr STE 110, Lincoln, NE 68516, USA
Phone (402) 421-2151
Language http://www.renaissancefinancial.com/
Directions
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JS Financial, Inc.
5 out of 5
Location 7645 Kennelley Dr, Lincoln, NE 68516, USA
Phone (402) 217-0730
Language http://www.jsfinancialonline.com/
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Retirement & Wealth Strategies
Location 5900 O St, Lincoln, NE 68510, USA
Phone (402) 467-6900
Language http://retirementandwealthstrategies.com/
Directions
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Financial IQ
Location 6355 S 56th St, Lincoln, NE 68516, USA
Phone (402) 488-1888
Language http://www.fiqadvisors.com/
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Ferris Financial Group
5 out of 5
Location 7160 S 29th St, Lincoln, NE 68516, USA
Phone (402) 475-1200
Language http://www.ferrisfinancialgroup.com/
Directions
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Lau Financial Group
Location 4131 Pioneer Woods Dr Suite 103, Lincoln, NE 68506, USA
Phone (402) 243-1200
Language http://www.laufg.com/
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Retirement Planning in Lincoln, NE

About Lincoln, NE for Those Planning to Retire

Lincoln, NE is a bustling city with a rich history and a diverse community. From its iconic landmarks to its top employers and bustling highways and streets, this city has something for everyone. The Nebraska State Capitol, with its towering dome and stunning architecture, is a must-see for visitors and residents alike. Other notable landmarks include the University of Nebraska-Lincoln campus, the Haymarket District, and the Pinnacle Bank Arena. When it comes to top employers, Lincoln boasts a thriving business community, with companies like Ameritas, Nelnet, and Kawasaki Motors Corp. all calling the city home. Major highways and streets in the area include I-80, Highway 77, and O Street, which is known for its bustling shopping and dining scene. As for neighborhoods, Lincoln offers a wide range of options, from historic areas like the Near South and Woods Park neighborhoods to newer developments like Fallbrook and Wilderness Hills.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lincoln, NE can be helped by a bank in numerous ways. Firstly, banks offer financial services such as checking and savings accounts, loans, and credit cards, which can help individuals manage their money and achieve their financial goals. Additionally, banks can provide financial education and resources to help residents make informed decisions about their finances. For example, banks in Lincoln, NE may offer workshops on budgeting or retirement planning. Furthermore, banks can support the local economy by providing loans to small businesses and individuals looking to invest in the community. In Lincoln, NE specifically, banks can help residents navigate the unique challenges of living in a city that experiences harsh winter weather. Banks may offer special programs or services to help residents prepare for and recover from winter storms, such as low-interest loans for home repairs or emergency funds for those who experience power outages. Overall, banks play an important role in supporting the financial well-being of Lincoln, NE residents.

Insurance Broker

Residents of Lincoln, NE can benefit from the expertise of an insurance broker in several ways. Firstly, a broker can help navigate the complex and ever-changing insurance landscape, ensuring that residents have the right coverage for their unique needs. With the city's growing population and diverse demographics, this is especially important. Additionally, brokers can help residents save money by shopping around for the best rates and negotiating with insurers on their behalf. This is particularly valuable in Lincoln, where the cost of living is rising faster than the national average. Finally, brokers can provide peace of mind by offering personalized advice and support in the event of a claim. With the unpredictable weather patterns that Lincoln experiences, such as tornadoes and blizzards, having a trusted insurance broker on your side can make all the difference.

Wealth Management

Residents of Lincoln, NE can benefit from the services of a wealth manager in numerous ways. A wealth manager can help clients in Lincoln, NE to organize their finances, create a budget, and plan for retirement. They can also provide advice on how to invest their money, manage their debt, and minimize their taxes. In addition, a wealth manager can help clients in Lincoln, NE to plan for major life events such as buying a home, starting a business, or paying for college. With a deep understanding of the local economy and unique financial challenges that residents of Lincoln, NE face, a wealth manager can provide tailored advice and solutions to help clients achieve their financial goals.

Financial Advisor

Residents of Lincoln, NE would greatly benefit from the expertise of a financial advisor in a number of ways. For example, a financial advisor can help residents navigate the complexities of the local tax code, which can be especially challenging for those who are self-employed or own their own small business. Additionally, a financial advisor can provide guidance on how to invest in the local economy, which is heavily focused on agriculture and technology. With a deep understanding of the unique financial challenges and opportunities facing Lincoln residents, a financial advisor can help them make informed decisions that will enable them to achieve their financial goals and secure their financial futures. Whether it's creating a retirement plan, managing debt, or building wealth, a financial advisor can provide the guidance and support needed to succeed in Lincoln's dynamic and ever-changing economy.

Mortgage Loan Officer

Residents of Lincoln, NE can benefit from the expertise of a mortgage loan officer in many ways. For example, the loan officer can help clients navigate the complex and ever-changing mortgage market, providing them with up-to-date information on interest rates, loan options, and other important factors. Additionally, the loan officer can assist clients in finding the best mortgage products to suit their specific needs and financial situation. This might include helping them understand the differences between fixed and adjustable rate mortgages, or explaining the pros and cons of different loan terms and repayment plans. In Lincoln, NE, where the real estate market is highly competitive and home prices are on the rise, a knowledgeable and experienced mortgage loan officer can be an invaluable resource for residents looking to purchase a home or refinance their existing mortgage.

Tax Services

Residents of Lincoln, NE can benefit greatly from the expertise of a tax advisor. With a population of over 290,000 people, Lincoln is home to a diverse range of individuals and businesses with unique tax needs. A tax advisor can assist residents in navigating the complex tax laws and regulations specific to Nebraska, such as the state's income tax rates and deductions. Additionally, a tax advisor can provide guidance on tax planning strategies, such as maximizing deductions and credits, to help residents minimize their tax liabilities. For small business owners in Lincoln, a tax advisor can provide invaluable advice on tax compliance, payroll taxes, and business structures. Overall, working with a tax advisor can help Lincoln residents save time, money, and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Lincoln, NE can benefit greatly from the services of an estate planning lawyer. With the complexity of estate laws and regulations, an estate planning lawyer can help individuals and families navigate the legal system to ensure their assets and property are protected and distributed according to their wishes. Specifically, in Lincoln, NE, an estate planning lawyer can assist with creating wills, trusts, and power of attorney documents that are tailored to the state's laws and regulations. They can also help with estate tax planning and minimizing tax liabilities. Additionally, an estate planning lawyer can provide guidance on how to protect assets from potential creditors and lawsuits. Overall, an estate planning lawyer can provide peace of mind to Lincoln, NE residents by ensuring their estate plans are comprehensive and legally sound.

Lincoln, NE Financial Resources

Lincoln, NE Chamber of Commerce

https://www.lcoc.com/

Lincoln, NE City Hall

https://www.lincoln.ne.gov/Home

Lincoln, NE Public Library

https://lincolnlibraries.org/

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Lincoln, NE are essential for those who want to secure their future. A retirement planner in Lincoln, NE can provide a wide range of services that cater to the unique needs of each individual. They can help clients to create a comprehensive retirement plan that takes into account their financial goals, current assets, and future aspirations. Retirement planners in Lincoln, NE can also assist with tax planning, estate planning, and investment management. Moreover, they can provide advice on social security benefits and healthcare costs. One unique aspect of retirement planning in Lincoln, NE is the focus on the agriculture industry. Many residents in Lincoln, NE are involved in farming and ranching, which presents unique challenges and opportunities when it comes to retirement planning. A skilled retirement planner in Lincoln, NE can provide specialized services that cater to the needs of farmers and ranchers, such as succession planning and risk management. Overall, retirement planning services in Lincoln, NE are crucial for anyone who wants to ensure a comfortable and secure retirement.

Lincoln, NE is the ideal place to get a retirement planner due to its abundance of qualified professionals who possess a deep understanding of the local financial landscape. The city's thriving economy and robust job market have created a highly competitive financial sector, resulting in a wealth of seasoned experts who are well-equipped to provide personalized retirement planning services. Moreover, Lincoln's unique blend of urban amenities and small-town charm make it an excellent place to retire, with a range of affordable housing options, top-rated healthcare facilities, and a vibrant cultural scene. With its emphasis on community, Lincoln's retirement planners prioritize building long-term relationships with their clients, ensuring that their financial goals are met with precision and care. Whether you're looking to invest in a diverse portfolio or simply want to safeguard your retirement nest egg, Lincoln's retirement planners are the go-to experts for all your financial planning needs.