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Ready to Retire?
How many boxes can you check with confidence?

Step 1 of 2

50%

I have:
- A written income distribution plan
- A distribution plan for retirement accounts that is tax efficient
- A plan to maintain retirement income during bear markets
- An estate plan that has been reviewed within the last three years
- None of the above
I know:
- When to claim Social Security for myself and my spouse
- How much money I will need each year upon retirement
- The best pension option to maximize payments while still providing for my spouse
- My investments match my risk tolerance
- None of the above

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Shunkwiler Financial

In the Media

We help individuals and families pursue their ideal retirements.

Tune in to Pathway for Retirement with Brett Shunkwiler, Sunday mornings from
8:00 a.m. to 9:00 a.m., on KFOR 1240 AM

Shunkwiler Financial · Pathway For Retirement

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Phone: 402.466.3919
Fax: 402.464.0648
Email: info@shunkwilerfinancial.com

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770 N. Cotner Blvd.
Suite 302
Lincoln, NE 68505
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*Representative of and securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk and loss of principal. There is no assurance or certainty that any investment strategy will be successful in meeting its objectives.

*Shunkwiler Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

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