Shunkwiler Financial

Feb 2024

I know very little about financial stuff so I partnered with Shunkwiler Financial.Now everything is great in my world!If we need to meet in person, they even come to Omaha!I usually talk with Brett or Eric...both are WONDERFUL!

Dec 2023

Shortly after retiring in 2015 my wife and I had the good fortune of attending one of Shunkwiler Financials’ seminars. The seminar, held in a local library, was presented by Brett and one of his team. The seminar included a comprehensive discussion on retirement options and, notably, the intricacies of Social Security. What stood out to me was Brett’s emphasis on understanding the advantages of taking Social Security early or late. I appreciated his insights, especially given the crucial role Social Security plays in retirement planning.What impressed me further was his youthfulness and dynamic approach to financial planning. It's refreshing to work with someone who...read full review

Dec 2023

It took us more time than it should have to meet with Brett and his team. We had many recommendations from so many unrelated people. So happy we finally made the appointment (almost a year ago now). We were given excellent advice for heading into the 5-10 years prior to retirement. We found a product that eased our concerns about the possibility for long term care in the future. And we found a group of people who are easy to talk with and who really care about their clients!