Stonebridge Retirement Compass
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Location:
Lincoln, NE
Description:
Stonebridge Insurance and Wealth Management is an independent financial advisory firm serving clients throughout Nebraska. They have developed their business by reaching out, nurturing and maintaining close, trusting relationships with every client. The Stonebridge Retirement Compass Process develops unique plans for each and every client in the areas of Income, Investment, Tax, Healthcare, and Legacy Planning. Tim Kulhanek is a Chartered Retirement Plans Specialist (CRPS) designee, receiving a thorough education focusing exclusively on retirement planning. Tim currently holds licenses in Life and Annuity (Nebraska), FINRA General Securities (Series 7) with World Equity Group, Inc. and the Investment Advisor Representative (Series 66) with Retirement Wealth Advisors.
Language:
English