Best Financial Advisors in Lincoln

2021

Bob Bennie

• Estate Planning
• Certified Financial Planner (CFP)

Bob Bennie is a fiduciary wealth management firm that serves the Lincoln metro. It provides estate planning, retirement planning, and investment management services. The team of financial advisors uses Riskalyze, a tool that determines an individual's risk tolerance to help develop a personalized plan tailored for the clients' needs. President and founder Bob Bennie has over 20 years of industry experience. He was featured in Barron's Magazine as one of the top 1000 financial planners in the country.

Callahan Financial Planning

• Estate Planning

Callahan Financial Planning is an independent investment management and financial advisory firm serving clients in Lincoln. Its retirement planning services include health insurance planning and Social Security and pension timing and optimization. It also provides guidance with income tax minimization, investment management, and estate and legacy planning. The firm was included in Forbes's Next-Gen Wealth Advisors in 2018. Its president, William A. Callahan, is a Registered Life Planner, a Chartered Financial Analyst, and a Certified Financial Planner.

Capital Consulting & Asset Management

• Insurance Products
• Retirement Planning
• Certified Financial Planner (CFP)

Capital Consulting & Asset Management is an independent advisory company. It serves families, professionals, businesses, and institutions in Lincoln and the surrounding metros. With over 50 years of combined experience, its financial advisors create tailored wealth management strategies for clients. The fiduciary firm also offers financial planning, advisory and consulting services, insurance, and corporate retirement plans. Owners Rob Nixon and Amber Roemer are financial advisors and insurance agents. Capital Consulting & Asset Management was established in 1996.

Cast Financial

• Tax Planning

Cast Financial is a financial advisory firm that provides Lincoln clients with wealth management services. The firm offers financial planning for clients. It also manages investments, including strategizing to maximize the client’s portfolio strength. The firm, moreover, completes tax returns and minimizes tax obligations for its clients. Accounting services, including payroll and financial reports, are likewise available. The firm’s investment advisor representative, Brad Kingsley, is a Certified Financial Planner. He is also a Dave Ramsey-certified financial coach with over 20 years of business experience.

Central Financial Services

• Estate Planning
• Retirement Planning
• Tax Preparation

Central Financial Services is a full-service financial planning firm based in Lincoln. Its advisors educate clients on various factors in a financial plan, from money management to tax strategies. They also help clients plan their finances for personal goals, like college education. It also offers clients assistance in insurance-related matters. CEO Timothy E. Cox has been working in the financial services industry since 1972. He teaches financial education at the University of Nebraska.

Flagstone Financial Management

Flagstone Financial Management is an SEC-registered investment advisory firm based in Lincoln. The company was founded by CFP Michael Johnson, a wealth advisor who has been part of the financial services industry since 2001. The goal of the firm is to provide clients with a comprehensive, step-by-step financial plan that simplifies the wealth management process into achievable goals. Every client relationship is forged with wealth management and financial planning at its core. The team of financial advisors provide clients with education about their assets and investment opportunities and help them set long-term financial goals. Clients also receive a written plan that focuses on college tuition funding, insurance analysis, investment management, tax planning, estate planning, and life income planning.

FP Wealth Management, Inc.

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)

FP Wealth Management, Inc. is a Lincoln financial advisory company that helps individuals and businesses with retirement, savings, and estate strategy matters. It assists in the creation of investment portfolios based on clients' time frame. risk tolerance, and goals. It also creates and implements investment recommendations using bond and mutual funds, alternative investments, and variable annuities. The company is a merger between the two financial service practices of its managing partners Bob Fitzsimmons and Jason Peplinski, who have been working together since 2007.

Grossman Financial Planning

• Certified Financial Planner (CFP)

Grossman Financial Planning offers ongoing education and guidance on insurance, retirement planning, and money management to clients in Lincoln. The firm also assists clients in investment products such as treasury bills, variable annuities, government securities, and common stocks. Its financial planning services include matters such as estate, tax, expenses, and 401(k). Grossman Financial Planning is headed by Lee Grossman, who provided educational services about retirement to employees of local corporations. Grossman is also a Certified Financial Planner.

JFC Financial Services

• Estate Planning
• Retirement Planning
• Tax Planning

Since 1992, JFC Financial Services has been serving clients from the Lincoln metro and neighboring cities. Its team is committed to helping clients establish and achieve goals through asset and investment management, objective financial planning, and risk protection strategies implementation. Its advisors also provide planning services for retirement, insurance, tax, and estate. Founding president Jack Connealy holds industry registration series 7, 24, 31, 51, and 63, in addition to his license as a Certified Financial Planner.

LeValley Wealth Management

• Estate Planning
• Tax Planning

LeValley Wealth Management provides financial planning assistance from its Lincoln office. Its team is committed to creating personalized plans to help clients achieve their financial goals, whether through estate planning, risk management, or investment and tax planning. In addition, the financial advisory firm assists in creating budgets that are aligned with clients' financial objectives. LeValley Wealth Management was founded by Curt LeValley, a Retirement Income Certified Professional and a Certified Financial Planner, who has over three decades of trade experience.

Pittenger & Anderson, Inc.

• Certified Financial Planner (CFP)

Pittenger & Anderson, Inc. is a fiduciary financial advisory firm that has been serving Lincoln since 1995. It provides financial planning and investment management services to individuals, families, and businesses. It manages business sales proceeds, optimizes taxes, and analyzes options for restricted stocks. Its other services include annual Medicare drug plan review and enrollment assistance and an annual review of other investment accounts. The firm has been included in the CNBC Financial Advisor 100 List for 2019 and 2020.

Plan A Wealth Management

Plan A Wealth Management is a wealth management and investment service firm that serves clients in Lincoln. It was founded by company president Ronald Anderson, Jr. He has almost three decades of financial experience helping families and individuals manage their futures. The company's streamlined process starts with guiding the client through questions to determine their goals and current assets. The firm's advisors collaborate with the client to get a full understanding of the client's values and ultimate financial ideal. From there, the advisors will explain the available opportunities to help clients get closer to their goals. Services include investment and money management, as well as customized retirement planning.

Prairie Wealth Advisors

• Certified Financial Planner (CFP)

Prairie Wealth Advisors provides financial planning services to Lincoln and the surrounding areas. It caters to entrepreneurs, individuals, families, and aircraft owners who want to manage their finances and preserve their wealth. Its team handles and analyzes the clients' portfolios to meet their cash flow needs and goals. The company's president, Craig D Hundt Sr, has been in the industry for more than 30 years. He has worked at the IDS/American Express Financial Services and Shearson Lehman Brothers in the 1980s.

Renaissance Financial Lincoln

• Estate Planning
• Certified Financial Planner (CFP)

Renaissance Financial - Lincoln caters to clients in the metro who need financial solutions. It offers retirement and investment strategies, estate planning, and personal services to help individuals with their financial goals. It also provides assistance to clients who want to apply for term, permanent, long-term care, and disability insurance services. One of its financial advisors, Kyle Miller, is a Certified Financial Planner and a board member of the Big Brothers Big Sisters-Lincoln, an organization that mentors children.

R² Wealth Management Partners

R² Wealth Management Partners is a Lincoln-based financial management firm. The full-service company offers products for both business owners and individuals. CFP Robert Rossi opened the Rossi Financial Services company in 1995. In 2014, he and CFP Andrew Pool consolidated their offices to make R2 Wealth Management. Each client receives a customized financial plan with step-by-step instructions to simplify the process. The firm breaks overall financial planning down into a few subtopics: tax management, estate conservation, insurance products, investment management, and retirement strategies. Each client receives a plan that addresses these topics and how they affect the overall long-term goals.

Shunkwiler Financial

Shunkwiler Financial is a financial service and retirement preparedness firm that serves the Nebraska community. With headquarters in Lincoln, the firm uses the Advisor Link program to connect CPAs with financial professionals. As such, clients have access to both financial planning options and tax expertise. Company founder, Brett Shunkwiler, also uses visual motion software to give clients a vivid look at their financial situation. Shunkwiler Financial is geared toward helping individuals and their families meet their long-term financial planning goals. These may include retirement planning, tuition planning, or other forms of financial security.

Stonebridge Insurance and Wealth Management

Stonebridge Insurance and Wealth Management offers independent financial advisory services to clients throughout Nebraska. The firm specializes in retirement planning, life and health insurance, Medicare supplements, long-term care, home and auto insurance, and tax-deferred exchanges. The firm’s team includes Investment Adviser Representatives, experienced and licensed insurance professionals, and a Chartered Retirement Plans Specialist. Stonebridge also hosts informational retirement seminars for the greater community.

Universal Financial Strategies

• Retirement Planning
• Certified Financial Planner (CFP)

Universal Financial Strategies is a team of professionals in Lincoln with decades of experience in the financial services industry. It utilizes a coordinated planning approach to help clients attain their retirement goals. The company provides financial advice in areas of tax analysis, investment management, estate planning, Social Security election strategies, and health care recommendations. Additionally, it offers clients a customized UFS Bucket Plan designed to provide financial security such as Social Security, pensions, and annuities to help them live the retirement lifestyle they desire.