WHERE EXPERIENCE MEETS EMPATHY

Experience financial planning tailored to your passions.

WHERE EXPERIENCE MEETS EMPATHY

Experience financial planning tailored to your passions.

INSTANT DOWNLOAD

Your Financial Pathway for Retirement

The Road to Getting and Staying Retired

When you reach that phase in life when every day is like Saturday, how much can you spend? Brett Shunkwiler tackles that oh-so-important question and others in his first book, “Your Financial Pathway for Retirement: The Road to Getting and Staying Retired.” While discussing the five parts of his Pathway for Retirement™ plan — income, investment, tax, health care and legacy planning — Brett also addresses:

  • The go-go, slow-go and no-go phases of retirement
  • The importance of volatility control
  • Tax-exempt conversions that might make sense for you
  • Alternatives for funding long-term care

Need More Info? Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more…

JUNE 25
Taxes in Retirement: Brett Shunkwiler
11:30 am | Flemings
JUNE 26
Taxes in Retirement: Brett Shunkwiler
11:30 am | Flemings
JULY 24
Taxes in Retirement: Brett Shunkwiler
11:30 am | The Venue
JULY 25
Taxes in Retirement: Brett Shunkwiler
11:30 am | The Venue

Need More Info?
Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more…

JUNE 25
Taxes in Retirement: Brett Shunkwiler
11:30 am | Flemings
JUNE 26
Taxes in Retirement: Brett Shunkwiler
11:30 am | Flemings
JULY 24
Taxes in Retirement: Brett Shunkwiler
11:30 am | The Venue
JULY 25
Taxes in Retirement: Brett Shunkwiler
11:30 am | The Venue
JULY 31
Taxes in Retirement: Sean Quigley
6:00 pm | Spezia

INSTANT DOWNLOAD

Wondering How to Create Income in Retirement?

Download this four-page guide that addresses common misconceptions to help you decide if an annuity might be right for you, including:

  • What you need to know to understand annuities
  • Why savings alone may not be enough for your retirement
  • How annuity withdrawal options work

Assurance and security provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.

Get to Know Our Team

It is our mission to help individuals and families accomplish their ideal retirements.

MEET OUR FOUNDER

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder

SERVICES WE OFFER

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

Get to Know Our Team

It is our mission to help individuals and families accomplish their ideal retirements.

MEET OUR FOUNDER

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder

SERVICES WE OFFER

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

Ready to take

THE NEXT STEP?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or GIVE US A CALL AT (402) 466.3919

Ready to take

THE NEXT STEP?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or GIVE US A CALL AT (402) 466.3919