Services

The Retirement Compass Process

Our process is designed to help our clients achieve simplicity and confidence during their retirement years. It’s focused on

5 key areas of your current financial life.

Income planning icon – helping clients create reliable monthly retirement income

Income planning

Our goal is to help ensure your expenses can be paid month-to-month with reliability and predictability for the rest of your life. This typically includes:

  • Social Security Maximization

  • Income & Expense Analysis

  • Inflation Plan

  • Spousal Plan

  • Longevity Protection

Investment planning icon – building smart investment strategies for long-term growth

Investment planning

Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month-to-month. This typically includes:

  • Assessing your Risk Tolerance

    Adjusting your portfolio to reduce fees

  • Volatility Control

  • Evaluate ways to reduce risk while still working towards your goals

  • Comprehensive Institutional Money Management

Tax planning icon – strategies to reduce retirement tax liabilities

Tax planning

Any comprehensive Retirement Plan should include a strategy for decreasing tax liabilities. This typically includes:

  • Assessing the taxable nature of your current holdings

  • Possible I.R.A. Planning

  • Strategizing ways to include tax-deferred or tax-free money in your plan

    Strategize which tax category to draw income from first to potentially reduce the tax burden

  • Discussing ways to leverage your qualified money to leave tax-free dollars to your beneficiaries

Healthcare planning icon – financial strategies to manage rising healthcare costs

Healthcare planning

We will create a plan to help you address rising healthcare costs with a minimum of expense, including:

  • Looking at all aspects of Medicare, Parts A, B and D

    Analyzing options for a Long-Term Care Plan

Legacy planning icon – protecting assets and ensuring efficient wealth transfer

Legacy planning

It is important to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner. By working collaboratively with a qualified Estate Planning Attorney, our goal will be to help you:

  • Maximize your estate and income tax planning opportunities

  • Protect any assets in trust and ensure they are distributed to your beneficiaries probate-free

  • Prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death

Offices

Kearney

Phone: 308-698-0144

Address: 108 1st Avenue Place,

Kearney, NE 68847

Lincoln

Phone: 402-805-4660

Address: 5733 South 34th Street, Suite 300

Lincoln, NE 68516

Grand Island

Phone: 308-698-0144

Address: 834 N. Diers Avenue

Grand Island, NE 68803

Omaha

Phone: 531-215-0497

Address: 11605 Miracle Hills Drive, Suite 205

Omaha, NE 68154

Contact Info

Phone: 888-260-0926

Get in Touch

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Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC, nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents.

Securities offered through World Equity Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Stonebridge Wealth Systems, LLC, a SEC Investment Advisor. Stonebridge Wealth Systems, LLC and World Equity Group are separate entities and are not owned or controlled by World Equity Group, Inc.

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