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Find Retirement Planners for Retirement Planning in Nebraska

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Nebraska, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Nebraska

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Justin Anderson

Cambridge Advisors

17330 Wright Street
Suite 205

Omaha, NE 68130

402-697-1166

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Christopher Ziola

Edelman Financial Engines, LLC

541 North 155th Plaza

Omaha, NE 68154

402-506-9241

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David Spiess

Ludacka Wealth Partners

9300 Underwood Ave.Suite 500

Omaha, NE 68114

402-203-8182

List of Additional Retirement Planners in Nebraska*

* Additional advisor listing is provided in partnership with Yext

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American IRA Advisor

630 N. D Street

Fremont, NE 68025
402-727-4845

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Eric Luber - Ameriprise Financial Services, LLC

208 N 5th St
Ste A

Norfolk, NE 68701
402-371-1074

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First Command Financial Advisor - Joel Dighans

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Schuster Anderson Wealth Advisors

3008 W. Stolley Park
Suite 1

Grand Island, NE 68801
308-384-3302

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Bob Bennie Wealth Management

1601 Old Cheney Road

Lincoln, NE 68512
402-421-2626

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BOS Enterprises, Inc.

6657 Sorensen Parkway

Omaha, NE 68152
402-571-8224

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Robert O'Neil - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6142

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Pete Faubel - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
402-479-1211

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First Command Financial Advisor - Erica Brown

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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First Command Financial Advisor - Dan Gonzalez

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Financial Partners

5831 South 58th Street
Suite D

Lincoln, NE 68516
888-484-8400

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Mason Doughty - Ameriprise Financial Services, LLC

8535 Executive Woods Dr
Ste 300

Lincoln, NE 68512
402-441-4141

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The Militti Group - Morgan Stanley

13625 California St.
Suite 400

Omaha, NE 68154
402-399-1516

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First Command Financial Advisor - Jon Messer

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Window World of Siouxland

1001 Dakota Ave

South Sioux City, NE 68776
712-276-5588

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David E Keller - Ameriprise Financial Services, LLC

7011 Kentwell Ln
Ste 100

Lincoln, NE 68516
402-323-6550

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Allstate Personal Financial Representative: Jed Johnson

3201 Pioneers Blvd
Ste 104

Lincoln, NE 68502
402-677-2174

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Edward Jones - Financial Advisor: Joel M Weyand

245 S 84th Street
Suite 110

Lincoln, NE 68510
402-904-7948

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Christian Ohl - Ameriprise Financial Services, LLC

218 N Oakland Ave

Oakland, NE 68045
402-371-1074

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The Dworak Group - UBS Financial Services Inc.

5800 Hidcote
Suite 200

Lincoln, NE 68516
402-328-2077

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Darrin P Deichmann - Ameriprise Financial Services, LLC

208 N 5th St
Ste A

Norfolk, NE 68701
402-371-1074

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Mark Kersenbrock - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2901

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Feltz Wealthplan

101 South 108th Avenue
Second Floor

Omaha, NE 68154
402-691-0200

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Steve Sadler - Ameriprise Financial Services, LLC

1111 N 102nd Ct
Ste 320

Omaha, NE 68114
402-334-7265

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Guy Strevey & Associates, Inc.

11422 Miracle Hills Drive
Suite 202

Omaha, NE 68154
402-493-0253

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RG Investments

222 S 5th Street

Seward, NE 68434
402-643-6669

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Grossman Financial Planning

5715 South 34th Street
Suite 500

Lincoln, NE 68516
402-420-6060

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Hill & Associates CPAs, PC

2900 So. 70th Street
Suite 350

Lincoln, NE 68506
402-489-9300

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Universal Financial Strategies

7431 O Street

Lincoln, NE 68510
402-323-8141

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Gabriel Kerlik - Ameriprise Financial Services, LLC

1111 N 102nd Ct
Ste 320

Omaha, NE 68114
402-334-7265

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Marla Sprenger

2243 Illinois Street

Sidney, NE 69162
308-254-0400

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Sweeney Wealth Management Group

718 Fourth Avenue

Holdrege, NE 68949
308-995-1400

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Nicci Clark - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6167

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Curtis Bohn - Ameriprise Financial Services, LLC

14769 California St
Ste 3

Omaha, NE 68154
402-281-4845

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Financial Partners LLC

1026 Illinois Street

Sidney, NE 69162
308-254-0914

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Rodney Ruh - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2915

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Angelia Thomas - Ameriprise Financial Services, LLC

17310 Wright St
Ste 102

Omaha, NE 68130
402-697-7320

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Trinity Financial Group

14301 FNB Pkwy
#210

Omaha, NE 68154
877-331-1217

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Edward Jones - Financial Advisor: Adam Carney

3821 N 167th Ct
Suite 120

Omaha, NE 68116
402-289-2900

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First National Bank

201 E Francis St

North Platte, NE 69101
308-535-6387

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Window World of Lincoln

2940 Cornhuskers Hwy

Lincoln, NE 68505
402-464-7313

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THE SMITH TEAM

115 Canopy Street
Suite 400

Lincoln, NE 68508
402-437-1076

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KLEAGER SUNDERMAN WEALTH STRATEGY GROUP

115 Canopy Street
Suite 400

Lincoln, NE 68508
402-476-3000

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Jack Swanda - Ameriprise Financial Services, LLC

11819 Miracle Hills Dr
Ste 101

Omaha, NE 68154
402-491-3400

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Lewis P. Linkugel Financial Services

5831 South 58th
Suite D

Lincoln, NE 68516
402-423-9500

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Pinnacle Wealth Management

6140 Village Drive
Suite 2

Lincoln, NE 68516
402-434-0390

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The Wright Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6319

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Cetera Investors - Shawn Lorenzen

7571 Main Street

Ralston, NE 68127
402-339-9090

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Trinity Financial Group

8700 Executive Woods Dr
Suite 200

Lincoln, NE 68512
402-817-4474

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Hammes Adams Financial Group - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-392-5827

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Valley Wealth Management

3011 Avenue B
Suite B

Scottsbluff, NE 69361
308-632-7587

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Securities America Inc.

321 West Avenue

Holdrege, NE 68949
308-995-2205

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Kay Anderson - Ameriprise Financial Services, LLC

612 W Benjamin Ave

Norfolk, NE 68701
402-371-6827

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Stifel

1125 South 103rd Street,
Ste. #300

Omaha, NE 68124
402-955-1033

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Curnes Group

9900 Nicholas Street
Suite 360

Omaha, NE 68114
402-397-5440

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Lifetime Retirement Partners

2637 South 158th Plaza
Suite 230

Omaha, NE 68130
402-399-9111

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Jeff Troupe - Ameriprise Financial Services, LLC

218 N Oakland Ave

Oakland, NE 68045
402-685-5706

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David Mickelson - Ameriprise Financial Services, LLC

4009 6th Ave
Ste 28

Kearney, NE 68845
308-234-6493

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Brett Michael Carver - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6343

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DK Legacy Wealth Group

116 S Lincoln Ave

York, NE 68467
402-362-2594

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Muehling Financial

7431 O Street

Lincoln, NE 68510
402-613-0392

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Monahan Financial Inc.

1055 North 115th Street
Suite 204

Omaha, NE 68154
402-493-3917

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Renaissance Financial

12801 Pierce Street
STE 300

Omaha, NE 68144
402-682-3900

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Cetera Investors - Michael Stutzman

7571 Main Street

Omaha, NE 68127
402-339-9090

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Morris Friedman - Ameriprise Financial Services, LLC

14769 California St
Ste 3

Omaha, NE 68154
402-697-7300

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First Command Financial Advisor - Jim Dentinger

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Michael Quinn - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
402-391-5400

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Echo Wreatha Pelster | Financial Advisor

203 West Arnold Avenue

Arnold, NE 69120
308-325-3153

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First Command Financial Advisor - Omar Nurse

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Robert D Sieps - Ameriprise Financial Services, LLC

1935 N 120th St

Omaha, NE 68154
402-898-4600

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Sharon Kresse - Ameriprise Financial Services, LLC

8535 Executive Woods Dr
Ste 300

Lincoln, NE 68512
402-441-4141

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Joe Finelli - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6149

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Andrew Robinson - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6151

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Joseph Zeisler - Ameriprise Financial Services, LLC

1111 N 102nd Ct
Ste 320

Omaha, NE 68114
402-334-7265

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Omaha, NE Branch Office - UBS Financial Services Inc.

One Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2900

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Ray Beck - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
402-343-3222

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Miller Financial Group, Inc.

2211 Capehart Road
Unit 105

Bellevue, NE 68123
402-991-9020

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Leyden, Thomas & Associates - Ameriprise Financial Services, LLC

17310 Wright St
Ste 102

Omaha, NE 68130
402-697-7320

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First National Bank

201 N Dewey St

North Platte, NE 69101
308-532-1000

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Chris Knust - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
402-343-3228

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Michael Thomas - Ameriprise Financial Services, LLC

17310 Wright St
Ste 102

Omaha, NE 68130
402-697-7320

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Timothy Zielinski - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6157

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Brian Heese - Ameriprise Financial Services, LLC

3201 Pioneers Blvd
Ste 224

Lincoln, NE 68502
402-421-6672

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Foundation Wealth Advisors - Ameriprise Financial Services, LLC

208 N 5th St
Ste A

Norfolk, NE 68701
402-371-1074

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Christopher Scott - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2924

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Amy E Riggs - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6143

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Jonathan Kendall, CRPC - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2954

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Gary L. Beller - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6348

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Dave Dunham - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6352

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Nicholaus D. Richters - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
402-479-1244

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First Command Financial Advisor - Marshall Lane

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Ken Thomason - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6169

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Madison Doughty - Ameriprise Financial Services, LLC

1935 N 120th St

Omaha, NE 68154
402-898-4600

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Stephen Alexander - UBS Financial Services Inc.

5800 Hidcote
Suite 200

Lincoln, NE 68516
402-328-4506

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The Kloeckner Group - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2923

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Rodney Williams - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
402-391-5400

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Trusted Wealth Partners

16934 Frances Street
Suite 201

Omaha, NE 68130
402-502-5700

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John P Wright - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6326

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Mary Ann Miller - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
402-479-1231

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First Command Financial Advisor - Kevin Schmidt

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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John Belford - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6154

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Jason Hillyard - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1504

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Beau Robinson - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-548-3438

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Morgan Stanley Financial Advisors

1248 O Street
Ste 1100

Lincoln, NE 68508
402-474-2400

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The Welsh Friesen Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1541

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The Rehmann Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1545

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Morgan Stanley Financial Advisors

13625 California St
Ste 400

Omaha, NE 68154
402-397-0900

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Stephen Burt, CFP? - UBS Financial Services Inc.

5800 Hidcote
Suite 200

Lincoln, NE 68516
402-328-2079

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Tim Bastian - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6330

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Matthew Shalhoob - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6150

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Eric Butler, CRPC - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2958

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Patrick J DiBiase - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6324

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Al Zach - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6307

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Tatreau Financial Group - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-392-5834

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First Command Financial Advisor - Nate Rachwitz

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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The Frederick Group - UBS Financial Services Inc.

5800 Hidcote
Suite 200

Lincoln, NE 68516
402-328-4529

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The Lindstrom Group - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-392-5900

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Brian J Rech - Ameriprise Financial Services, LLC

612 W Benjamin Ave

Norfolk, NE 68701
402-371-6827

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Butler Huseth Wealth Management - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2958

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Stephen Haakinson - Ameriprise Financial Services, LLC

14769 California St
Ste 3

Omaha, NE 68154
402-281-4844

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Steve Flynn - Ameriprise Financial Services, LLC

2424 S 153rd St

Omaha, NE 68144
402-697-1753

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Bret Salomon - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
402-391-1512

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Chad Petersen - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
402-391-5400

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Debra Cirksena - Ameriprise Financial Services, LLC

8535 Executive Woods Dr
Ste 300

Lincoln, NE 68512
402-441-4141

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William Huseth, Jr. - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2922

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David Knight - Ameriprise Financial Services, LLC

1935 N 120th St

Omaha, NE 68154
402-898-4600

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First Command Financial Advisor - Curt Prohaska

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Matthew Frederick - UBS Financial Services Inc.

5800 Hidcote
Suite 200

Lincoln, NE 68516
402-328-4529

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Deep Sky Wealth - Ameriprise Financial Services, LLC

1111 N 102nd Ct
Ste 320

Omaha, NE 68114
402-334-7265

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John G Leyden - Ameriprise Financial Services, LLC

17310 Wright St
Ste 102

Omaha, NE 68130
402-697-7320

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First Command Financial Advisor - Scott Carlson

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Forrest (Frosty) Anderson - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
402-479-1221

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Tony Eynetich, Washington National Agent

3601 N North Rd

Grand Island, NE 68803
308-379-3798

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Jani Martinez - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
402-479-1212

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Mark Robert Yosten - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-548-3427

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Andrew Rehmann - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6158

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EJ Militti Jr. - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1513

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Stewart C Hartman - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1517

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Bradley Hess - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1578

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Nick Nalbach - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6195

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Matthew Ewin - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-548-3420

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Patrick Friesen - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1580

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Kenneth Koop - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
402-479-1229

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Ted Rehmann - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1545

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William J Carver - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6342

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Aron D. Huddleston - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6190

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Carroll Militti Hacker - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1518

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Edward J. Militti, Sr. - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1542

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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