Shunkwiler Financial

"I know very little about financial stuff so I partnered with Shunkwiler Financial. Now everything is great in my world! If we need to meet in person, they even come to Omaha! I usually talk with Brett or Eric...both are WONDERFUL!"

"We've been clients with Shunkwiler Financial for years. They've instilled confidence that we are on the right path toward our retirement years. Brett and his team have answered every question with professionalism and expertise. We trust their recommendations!"

"Shortly after retiring in 2015 my wife and I had the good fortune of attending one of Shunkwiler Financials’ seminars. The seminar, held in a local library, was presented by Brett and one of his team. The seminar included a comprehensive discussion on retirement options and, notably, the intricacies of Social Security. What stood out to me was Brett’s emphasis on understanding the advantages of taking Social Security early or late. I appreciated his insights, especially given the crucial role Social Security plays in retirement planning. What impressed me further was his youthfulness and dynamic approach to financial planning. It's refreshing to work with someone who brings a contemporary perspective to the table. Since our initial meeting, he has consistently kept me informed about my portfolio, providing timely updates, and offering options for consideration. My wife and I are pleased with the guidance and support we’ve received from Brett and his team at Shunkwiler Financial. Brett’s knowledge, proactive communication, and ability to adapt strategies to evolving financial landscapes has made our retirement journey more secure and rewarding. Thumbs up to Shunkwiler Financial for great work!"

"Brett and his staff are consummate professionals, extremely knowledgeable, and profoundly "normal". I met Brett years ago when I was first looking at retirement in the future. He was able to translate the federal retirement benefits into English for me and gave me great advice for that time. As retirement draws nearer for me, I have complete trust in Brett to guide me, keep me on track now, and as I move into that new life status."

"It took us more time than it should have to meet with Brett and his team. We had many recommendations from so many unrelated people. So happy we finally made the appointment (almost a year ago now). We were given excellent advice for heading into the 5-10 years prior to retirement. We found a product that eased our concerns about the possibility for long term care in the future. And we found a group of people who are easy to talk with and who really care about their clients!"