wiseradvisor

Retirement & Wealth Solutions of Nebraska

Tel: (402) 817-4474
8700 Executive Woods Dr
Suite 200
Lincoln, Nebraska  68512
Retirement & Wealth Solutions of Nebraska | Financial Advisor in Lincoln,Nebraska

About Retirement & Wealth Solutions of Nebraska

We specialize in the unique type of financial planning required to move our clients from their working years into their retirement years. We help clients protect their hard earned savings as they prepare to move into this next stage of life. Our goal is to help educate, inform and empower our clients to navigate today's complex financial world.


General Information

Year Established:   1996
Services:   401 (k) rollovers and in-service transfers, Pension options, Financial planning, Tax-reduction strategies, Portfolio risk analysis, Social Security maximization strategies, IRAs, Insurance: life, long-term care and annuities, Investment planning and management, Retirement income planning, Roth IRAs and conversion strategies, Estate preservation and planning, Charitable-giving strategies

Office Hours

Monday   09:00 AM - 04:00 PM
Tuesday   09:00 AM - 04:00 PM
Wednesday   09:00 AM - 04:00 PM
Thursday   09:00 AM - 04:00 PM

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