Carina was exceptional in explaining the entire process, gathering the details of my retirement plan, and produced a superb product summarizing my Federal retirement plan. Truly outstanding!
About Shunkwiler Financial
Shunkwiler Financial, an innovative retirement preparedness and financial services firm, is headquartered in Lincoln and serves Omaha and throughout Nebraska. The firm specializes in meeting the financial needs of United States Federal Government employees and their families, as well as everyday individuals. Shunkwiler Financial offers complimentary Social Security Workshops to help clients maximize their benefits as they approach retirement.
Clients consistently praise the firm's personalized approach, noting the welcoming atmosphere that feels like family from the moment they walk through the door. The team, led by President Brett A. Shunkwiler, is described as "WONDERFUL" and knowledgeable, making complex financial topics easy to understand. Brett's emphasis on understanding the advantages of taking Social Security early or late is appreciated, alongside his quick wit and engaging personality that bring humor to discussions about finances. Clients feel empowered after meetings, often expressing excitement about watching their money grow and planning for an early retirement.
In addition to the supportive environment, Brett has surrounded himself with a great staff of professionals who work tirelessly to stay updated with the market. Many clients have shared their positive experiences, highlighting how Brett and his team have untangled complicated financial situations and provided clear solutions. Shunkwiler Financial's guidance and support have made their clients' retirement journeys more secure and rewarding, fostering long-term trust and satisfaction.
Reviews
After attending a Shunkwiler Financial seminar on Federal Employee retirement planning, I followed up with an appointment. I met with my financial planner, Eric Rickert in Omaha. He was was very personable and seemed sincere in ensuring I was on the right path to financial security. Eric outlined where I was currently in my retirement plans and explained different steps I could take to improve those plans. I had a basic knowledge of investing and had a basic plan in place but knew I could do better. Eric was able to get me back on track to getting my money to work for me. He explained and assisted me with making new investments. He made the whole process easy.… read full review
Brett and all of the Shunkwiler crew do an awesome job with our financial management needs. If your lookin for a great advisor(s) .....look no further these guys will do an awesome job for you!
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Location
6301 South 58th Street, Lincoln, NE 68516
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