BOB BENNIE WEALTH MANAGEMENT
1601 Old Cheney Road, Lincoln, NE 68512 DIRECTIONS
Since 1995
Here’s The Deal:
Bob Bennie Wealth Management is a comprehensive financial planning services firm specializing in retirement planning, investment management, and estate planning. Their mission is to guide their clients in making the best decision to manage their wealth. They help people ensure their wishes are carried out in controlling their assets. They work to assist you in achieving a secure financial future for yourself and your family. They can help you strategize for a more prosperous life post-career and plan a legacy. Get a free portfolio risk analysis.
SPECIALTY:
Estate, Financial and Retirement Planning, Traditional and Roth IRAs, Wealth Management, Social Security, Lifetime Income Needs, Employer-Sponsored Qualified Plans and 401K Plans, Living Trust, Probate & Asset Protection
TBR® Inspection Report:
KUZMA FINANCIAL SERVICES
1630 South 70th Street, Suite 204, Lincoln, NE 68506 DIRECTIONS
Since 1986
Here’s The Deal:
Kuzma Financial Services is a financial services firm rooted in the community and has developed its business by creating close, personal relationships with its clients. They do this by employing sophisticated statistical analysis combined with over 40 years of retirement income planning experience. Their mission is to protect and grow your wealth. The team at Kuzma Financial Services is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy. They are committed to helping baby boomers prepare for a successful retirement.
SPECIALTY:
Annuities, Wealth Accumulation, Asset Protection, Retirement Income Strategies and Tax Minimization, IRA & 401k Rovers
TBR® Inspection Report:
CENTRAL FINANCIAL SERVICES
6355 South 56th Street, Lincoln, NE 68516 DIRECTIONS
Since 1992
Here’s The Deal:
Central Financial Services is one of the financial firms. They have many years of experience and comprehensive knowledge; their associates provide answers to all of your questions. CFS is a full-service, independent financial planning firm. They help their clients find the most suitable strategies to reach their financial goals. They provide financial services to individuals, business owners, professionals, and retirees. Their reputation thrives on their high level of customer satisfaction. They help their customers find the most suitable strategies to reach their financial goals.
SPECIALTY:
Retirement, Profit Sharing and Money Purchasing Plans, Socially Responsible Investment Strategies, Individual Health, Long Term Care and Disability Income Insurance, College, Estate, 403B and 401K Planning, Money Management, Brokerage Accounts, Common Stock, Bonds, Variable Annuities, Educational, Traditional & Roth IRA