Worried that your financial strategy is
Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Stonebridge Insurance and Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

The Stonebridge Retirement Compass

Our process focuses on the 5 key areas of retirement planning: Income, Investment, Tax, Healthcare and Legacy.

We offer services in these 3 areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.
How?

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.
How?

Give

Provide for the people and causes you care about the most.
How?

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
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Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at

888.260.0926 (Kearney)

844.894.2393 (Lincoln)