Headquartered in Lincoln and serving throughout Nebraska, Shunkwiler Financial is an innovative retirement preparedness and financial services firm specializing in serving the financial needs of employees of the United States Federal Government and their families in addition to working with the normal everyday person. As you approach retirement, do you wonder how Social Security can work for you?
Do you want to maximize your Social Security benefits? Shunkwiler, President offers complimentary Social Security Workshops. If you or anyone you know may be interested, please feel free to contact him for more information! Brett provides assistance with overall retirement preparedness and also can help with a variety of financial concerns including issues related to Thrift Savings Plan, FEGLI, FERS & CSRS benefits, along with normal retirement plans such as IRA's & 401(k)'s. Brett's unique combination of education and experience provides clientele of Shunkwiler Financial with access to a financial representative with specific training, experience and resources tailored to their unique financial situations. Brett has received specific training in the distinct benefit programs federal employees of all types receive. Through a unique federal benefit focused planning process Brett assists in implementing systems and processes to help you visualize and achieve your retirement financial goals. Federal employees have specific circumstances requiring special expertise. Brett also specializes in serving the financial needs of individuals and their families by working closely with CPAs through Advisor Link. Advisor Link is a program that helps financial professionals and CPAs team up to help their clients make smart tax-efficient decisions when preparing for their financial futures. Currently, Brett is the only advisor in the state of Nebraska that can use this Advisor Link program. Using specific training, Brett works strategically with CPAs to formulate a plan customized to each clients specific situation. Insurance products are offered through the insurance business Acadia Life Insurance. Shunkwiler Financial is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Acadia Life Insurance are not subject to Investment Adviser requirements. AEWM and Acadia Life Insurance are not affiliated companies. Securities offered through Great Point Capital, LLC, member SIPC. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency.
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