3 Best Financial Services in Lincoln, NE

“Shunkwiler Financial is led by Brett Shunkwiler, the firm's president. He started in the industry in 2005 and quickly gained the knowledge and experience to open his firm. In 2010, he founded Shunkwiler Financial to provide clients with the expertise, attention, and time they deserve when planning their retirements. As the firm's leader, he works daily to see that Shunkwiler Financial delivers the strategies clients need to live out their dream retirements. Brett Shunkwiler has Series 6, Series 63, and Series 65 licenses and holds an insurance license in Nebraska and various other states. He completed his bachelor's degree in finance from the University of Nebraska-Lincoln. The team at Shunkwiler Financial prioritizes family in financial planning, helping you preserve and grow wealth for a lasting legacy. Grounded in their faith, they guide you to manage your finances wisely, aligning your beliefs with financial decisions for a prosperous future. They uphold the highest ethical standards, ensuring transparency, honesty, and trust in all their interactions, providing clients with confidence. The team empowers their clients by providing them with the necessary knowledge and resources to make informed financial decisions, enabling them to take control of their retirement and financial future.”

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“Flagstone Financial Management was founded by Michael T. Johnson, who is also a shareholder and senior wealth advisor at the firm. He graduated from the University of Nebraska College of Law in 1999. He obtained his CFP® certification early in his career, which allowed him to adopt a holistic approach to financial planning. The team is passionate about educating, advising, and inspiring their clients to make sound financial life decisions. They help people who want more than a stockbroker or mutual fund picker. Their team ensures no rock goes unturned and accounts for your financial picture. They help their clients through holistic financial planning while also helping them manage their investments. They're a small business, too, with experience growing a professional practice. They help practice owners by giving professional opinions about where to put their excess cash flow, optimize their executive compensation benefits, and balance the need for money in the future with the desire to enjoy life and create memories now.”

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“Bob Bennie Wealth Management is led by Bob Bennie, the president of the firm. With over 25 years of experience, he has dedicated his career to helping clients grow and protect their wealth. As an independent financial advisor and fiduciary, he can focus on his client's needs and develop personalized strategies to help them achieve their goals. Bob earned his Bachelor's in Animal Science at the University of Nebraska and was on the UNL Rodeo team, riding bareback horses and bulls. He also completed his Master in Business Administration (M.B.A.) in Finance from Kansas State University. The Bob Bennie Wealth Management team helps people ensure their wishes are carried out in controlling their assets. They will work to help you in bringing a secure financial future. They improve their clients' lives through education, proactive advice, and service above their expectations. They can help you strategize for a more prosperous life post-career and plan a legacy. Contact them to schedule a consultation.”

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