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.
Carina Smaus is the best! No matter the question we have she makes sure it is answered and we truly appreciate that. I really appreciate the recap emails she sends out after we meet.
Carina is truly a delight to work with and an asset to Shunkwiler Financial.
Rhonda Brinkman
Carina was awesome today in explaining what needs to be done as I plan for retirement soon. She gave excellent advice on how to move forward in the next few months and also when moving onto the next few years. She is always friendly and very understanding.
Brett is very knowledgeable about the “investment world” and works tirelessly to stay on top of the market ups and downs. Brett has also surrounded himself with a great staff of professionals.