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  4. Retirement & Wealth Solutions of Nebraska

Retirement & Wealth Solutions of Nebraska

(on executive woods)
Financial Services in Lincoln, NE
Financial Services

Contact Us

Make a call
402-817-4474

Website

Hours

Monday
9:00AM - 4:00PM
Tuesday
9:00AM - 4:00PM
Wednesday
9:00AM - 4:00PM
Thursday
9:00AM - 4:00PM
Friday
Closed
Saturday
Closed
Sunday
Closed

Location

8700 Executive Woods Dr
Lincoln, NE
68512

About

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.

Photos

Retirement & Wealth Solutions of Nebraska Photo Retirement & Wealth Solutions of Nebraska Photo Retirement & Wealth Solutions of Nebraska Photo

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

Latest

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Do you use a 401(k) or IRA to save for retirement? You’re not alone. RETIREMENTWEALTHSOLUTIONS-NE.COM Are You Facing a Retirement Tax Bomb?
What should you consider as we navigate a zero-rate environment? https://fal.cn/37Hhl RETIREMENTWEALTHSOLUTIONS-NE.COM What Do Zero-Percent Interest Rates Mean for You?
Find out what provisions impact you most in the CARES Act if you're approaching retirement or already retired... https://fal.cn/37ysq RETIREMENTWEALTHSOLUTIONS-NE.COM The CARES Act: What Does it Mean for Your Retirement?

Information

Company name
Retirement & Wealth Solutions of Nebraska
Category
Financial Services
Est
1996

FAQs

  • What is the phone number for Retirement & Wealth Solutions of Nebraska in Lincoln NE?
    You can reach them at: 402-817-4474. It’s best to call Retirement & Wealth Solutions of Nebraska during business hours.
  • What is the address for Retirement & Wealth Solutions of Nebraska on executive woods in Lincoln?
    Retirement & Wealth Solutions of Nebraska is located at this address: 8700 Executive Woods Dr Lincoln, NE 68512.
  • What are Retirement & Wealth Solutions of Nebraska(Lincoln, NE) store hours?
    Retirement & Wealth Solutions of Nebraska store hours are as follows: Mon-Thu: 9:00AM - 4:00PM, Fri-Sun: Closed.

Nearby

Complete Financial Concepts, Inc.
8540 Executive Woods Drive, Lincoln 0.2 miles
TIAA Financial Services
8540 Executive Woods Drive, Lincoln 0.2 miles
Thomas Casart - TIAA Wealth Management Advisor
8540 Executive Woods Drive, Lincoln 0.2 miles
Jerry Doehling - Thrivent
8540 Executive Woods Drive, Lincoln 0.2 miles
Jeremiah Korth - TIAA Wealth Management Advisor
8540 Executive Woods Drive, Lincoln 0.2 miles
Burch & Associates, Inc.
8101 S 15th St. Suite B, Lincoln 0.5 miles