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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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Todd E. Hoins, LUTCF

Brokerage Specialists, Inc.

1828 North Webb Rd.
Ste 2

Grand Island, NE 68803
(308) 3980037

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Justin Anderson

Cambridge Advisors

17330 Wright Street
Suite 205

Omaha, NE 68130
(402) 6971166

List of Additional Retirement Planners in Nebraska*

* Additional advisor listing is provided in partnership with YEXT

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Steve Sadler - Ameriprise Financial Services, LLC

1111 N 102nd Ct
Ste 320

Omaha, NE 68114
4023347265

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American IRA Advisor

630 N. D Street

Fremont, NE 68025
4027274845

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Al Zach - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996307

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Amy E Riggs - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996143

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Beau Robinson - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4025483438

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Brett Michael Carver - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996343

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Andrew Robinson - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996151

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Bret Salomon - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
4023911512

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Sharon Kresse - Ameriprise Financial Services, LLC

8535 Executive Woods Dr
Ste 300

Lincoln, NE 68512
4024414141

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Bob Bennie Wealth Management

1601 Old Cheney Road

Lincoln, NE 68512
4024212626

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Eric Luber - Ameriprise Financial Services, LLC

208 N 5th St
Ste A

Norfolk, NE 68701
4023711074

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Christian Ohl - Ameriprise Financial Services, LLC

208 N 5th St
Ste A

Norfolk, NE 68701
4023711074

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Robert D Sieps - Ameriprise Financial Services, LLC

1935 N 120th St

Omaha, NE 68154
4028984600

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BOS Enterprises, Inc.

6657 Sorensen Parkway

Omaha, NE 68152
4025718224

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Jeff Troupe - Ameriprise Financial Services, LLC

218 N Oakland Ave

Oakland, NE 68045
4026855706

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Foundation Wealth Advisors - Ameriprise Financial Services, LLC

208 N 5th St
Ste A

Norfolk, NE 68701
4023711074

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Madison Doughty - Ameriprise Financial Services, LLC

1935 N 120th St

Omaha, NE 68154
4028984600

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Joseph Zeisler - Ameriprise Financial Services, LLC

1111 N 102nd Ct
Ste 320

Omaha, NE 68114
4023347265

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Mason Doughty - Ameriprise Financial Services, LLC

8535 Executive Woods Dr
Ste 300

Lincoln, NE 68512
4024414141

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Brian Heese - Ameriprise Financial Services, LLC

3201 Pioneers Blvd
Ste 224

Lincoln, NE 68502
4024216672

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Kay Anderson - Ameriprise Financial Services, LLC

612 W Benjamin Ave

Norfolk, NE 68701
4023716827

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Chad Petersen - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
4023915400

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Michael Quinn - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
4023915400

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Stephen Haakinson - Ameriprise Financial Services, LLC

14769 California St
Ste 3

Omaha, NE 68154
4022814844

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Leyden, Thomas & Associates - Ameriprise Financial Services, LLC

17310 Wright St
Ste 102

Omaha, NE 68130
4026977320

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Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023970900

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Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
4024742400

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Barney Financial Services

5508 Avenue N

Kearney, NE 68847
3082379167

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Gabriel Kerlik - Ameriprise Financial Services, LLC

1111 N 102nd Ct
Ste 320

Omaha, NE 68114
4023347265

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Robert S Woodruff - Ameriprise Financial Services, LLC

218 W 6th St

York, NE 68467
4023625342

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David Mickelson - Ameriprise Financial Services, LLC

4009 6th Ave
Ste 28

Kearney, NE 68845
3082346493

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Chris Knust - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
4023433228

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Debra Cirksena - Ameriprise Financial Services, LLC

8535 Executive Woods Dr
Ste 300

Lincoln, NE 68512
4024414141

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Jack Swanda Jr - Ameriprise Financial Services, LLC

11819 Miracle Hills Dr
Ste 101

Omaha, NE 68154
4024913400

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Ray Beck - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
4023433222

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David E Keller - Ameriprise Financial Services, LLC

7011 Kentwell Ln
Ste 100

Lincoln, NE 68516
4023236550

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Window World of Siouxland

1001 Dakota Ave

South Sioux City, NE 68776
7122765588

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Deep Sky Wealth - Ameriprise Financial Services, LLC

1111 N 102nd Ct
Ste 320

Omaha, NE 68114
4023347265

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Edward Jones - Financial Advisor: Joel M Weyand

245 S 84th Street
Suite 110

Lincoln, NE 68510
4029047948

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Rodney Williams - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
4023915400

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Marshall A Doughty - Ameriprise Financial Services, LLC

520 E Francis St

North Platte, NE 69101
3085327350

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John G Leyden - Ameriprise Financial Services, LLC

17310 Wright St
Ste 102

Omaha, NE 68130
4026977320

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David Knight - Ameriprise Financial Services, LLC

1935 N 120th St

Omaha, NE 68154
4028984600

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Angelia Thomas - Ameriprise Financial Services, LLC

17310 Wright St
Ste 102

Omaha, NE 68130
4026977320

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Darrin P Deichmann - Ameriprise Financial Services, LLC

208 N 5th St
Ste A

Norfolk, NE 68701
4023711074

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Feltz Wealthplan

101 South 108th Avenue
Second Floor

Omaha, NE 68154
4026910200

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Oakeson Steiner Wealth & Retirement

200 N Burlington Ave
Suite 200

Hastings, NE 68901
4024613000

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Morris Friedman - Ameriprise Financial Services, LLC

14769 California St
Ste 3

Omaha, NE 68154
4026977300

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Midlands Financial

1128 Lincoln Mall
Suite 200

Lincoln, NE 68508
4024348050

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Guy Strevey & Associates, Inc.

11422 Miracle Hills Drive
Suite 202

Omaha, NE 68154
4024930253

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RG Investments

222 S 5th Street

Seward, NE 68434
4026436669

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Grossman Financial Planning

5715 South 34th Street
Suite 500

Lincoln, NE 68516
4024206060

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Schuster Anderson Wealth Advisors

3008 W. Stolley Park Rd
Suite 1

Grand Island, NE 68801
3083843302

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Hill & Associates CPAs, PC

2900 So. 70th Street
Suite 350

Lincoln, NE 68506
4024899300

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Universal Financial Strategies

7431 O Street

Lincoln, NE 68510
4023238141

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Marla Sprenger

2243 Illinois Street

Sidney, NE 69162
3082540400

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Linehan Financial Group, LLC

10840 Old Mill Road
Suite 200

Omaha, NE 68154
4029347887

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Sweeney Wealth Management Group

718 Fourth Avenue

Holdrege, NE 68949
3089951400

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Nicholaus D. Richters - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
4024791244

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Gary L. Beller - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996348

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Financial Partners LLC

1026 Illinois Street

Sidney, NE 69162
3082540914

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The Welsh Friesen Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991541

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Jason Hillyard - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991504

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Edward Jones - Financial Advisor: Adam Carney

3821 N 167th Ct
Suite 120

Omaha, NE 68116
4022892900

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Joe Finelli - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996149

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The Wright Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996319

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Window World of Lincoln

2940 Cornhuskers Hwy

Lincoln, NE 68505
4024647313

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Ken Thomason - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996169

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Trinity Financial Group

14301 FNB Pkwy
#210

Omaha, NE 68154
8773311217

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Dave Dunham - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996352

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Retirement & Wealth Solutions of Nebraska

8700 Executive Woods Dr
Suite 200

Lincoln, NE 68512
4028174474

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Lewis P. Linkugel Financial Services

5831 South 58th
Suite D

Lincoln, NE 68516
4024239500

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Pinnacle Wealth Management

6140 Village Drive
Suite 2

Lincoln, NE 68516
4024340390

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O'Daniel/Ewin Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996327

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John Belford - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996154

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John P Wright - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996326

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Cetera Investors - Shawn Lorenzen

7571 Main Street

Ralston, NE 68127
4023399090

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Mary Ann Miller - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
4024791231

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Valley Wealth Management

3011 Avenue B
Suite B

Scottsbluff, NE 69361
3086327587

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Securities America Inc.

321 West Avenue

Holdrege, NE 68949
3089952205

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The Rehmann Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991545

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New York Life - Financial Professional Justin Bach

110 West 3rd Street

Chadron, NE 69337
3087472025

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Timothy Robert Bastian - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996330

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Pete Faubel - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
4024791211

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Robert O'Neil - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996142

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Stifel

1125 South 103rd Street,
Ste. #300

Omaha, NE 68124
4029551033

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Renaissance Financial

12801 Pierce Street
STE 300

Omaha, NE 68144
4026823900

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Curnes Group

9900 Nicholas Street
Suite 360

Omaha, NE 68114
4023975440

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Lifetime Retirement Partners

2637 South 158th Plaza
Suite 230

Omaha, NE 68130
4023999111

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Matthew Shalhoob - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996150

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DK Legacy Wealth Group

116 S Lincoln Ave

York, NE 68467
4023622594

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Muehling Financial

7431 O Street

Lincoln, NE 68510
4026130392

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Monahan Financial Inc.

1055 North 115th Street
Suite 204

Omaha, NE 68154
4024933917

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Cetera Investors - Michael Stutzman

7571 Main Street

Omaha, NE 68127
4023399090

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Steve Flynn - Ameriprise Financial Services, LLC

2424 S 153rd St

Omaha, NE 68144
4026971753

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Brian J Rech - Ameriprise Financial Services, LLC

612 W Benjamin Ave

Norfolk, NE 68701
4023716827

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Curtis Bohn - Ameriprise Financial Services, LLC

14769 California St
Ste 3

Omaha, NE 68154
4022814845

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Michael Thomas - Ameriprise Financial Services, LLC

17310 Wright St
Ste 102

Omaha, NE 68130
4026977320

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Forrest P Anderson - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
4024791221

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Nicci Clark - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996167

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Robert S Howard - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996339

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Patrick J DiBiase - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996324

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Jani Martinez - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
4024791212

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Mark Robert Yosten - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4025483427

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Andrew Rehmann - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996158

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EJ Militti Jr. - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991513

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Bradley Hess - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991578

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Nick Nalbach - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996195

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Matthew Ewin - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4025483420

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Patrick Friesen - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991580

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Kenneth Koop - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
4024791229

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Ted Rehmann - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991545

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Timothy Zielinski - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996157

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William J Carver - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996342

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Aron D. Huddleston - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996190

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Carroll Militti Hacker - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991518

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Edward J. Militti, Sr. - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991542

* 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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