BOB BENNIE WEALTH MANAGEMENT
1601 Old Cheney Road, Lincoln, NE 68512
Since 1995
Estate, Financial and Retirement Planning, Wealth Management, Social Security, Lifetime Income Needs, Employer-Sponsored Qualified Plans and 401K Plans, Traditional and Roth IRAs, Living Trust, Probate & Asset Protection
Free portfolio risk analysis ● 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
TBR® Inspection Report
WADDELL & REED, INC.
8525 Executive Woods Drive, Lincoln, NE 68512
Since 1937
Individual and Business Retirement Plans, Money and Risk Management Services, Traditional, Roth and Rollover IRAs, Education Funding, Gifting or Giving Strategies, Advisory Programs, Strategic Portfolio Allocation, Financial & Estate Planning
Focus on pre-retirement and education saving strategies ● Offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans ● To help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets
TBR® Inspection Report
CENTRAL FINANCIAL SERVICES
6355 South 56th Street, Lincoln, NE 68516
Since 1992
Individual Health, Long Term Care and Disability Income Insurance, College, Estate, 403B and 401K Planning, Money Management, Retirement, Profit Sharing and Money Purchasing Plans, Socially Responsible Investment Strategies, Brokerage Accounts, Common Stock, Bonds, Variable Annuities, Educational, Traditional & Roth IRA
Offers financial services to individuals, business owners, professionals, and retirees ● With many years of experience and comprehensive knowledge, their associates provide answers to all of your questions