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Shunkwiler Financial

Lincoln, United States (US) · Finance and Banking

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Shunkwiler Financial is a Finance and Banking company based in Lincoln, United States (US), founded in 2010, with 10-20 employees. Shunkwiler Financial's profile is verified on Enterprise League.

Overview

Shunkwiler Financial is a Nebraska-based financial planning firm dedicated to helping individuals and families achieve their ideal retirements.

We specialize in crafting comprehensive retirement income strategies, encompassing income, investment, tax, healthcare, and legacy planning – a roadmap we call the Pathway for Retirement™.

Our approach centers on understanding each client’s unique circumstances and goals, providing tailored solutions that address the go-go, slow-go, and no-go phases of retirement, while prioritizing volatility control and exploring tax-efficient strategies.

Shunkwiler Financial works with clients across the country, offering personalized guidance and support to ensure a secure and fulfilling retirement journey.
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Contact Details

+1402.466.3919
info@shunkwilerfinancial.com

Lincoln, United States (US), 6301 S 58th St

Founded

2010

Company Type

Private Limited Company

Employees

10-20

Categories

Finance
Financial Services

Awards

• 2026 OpenSee all

Products

Default Product Image
Federal Employee Toolkit
Financial Services

A downloadable resource specifically designed for federal employees, offering insights into retirement planning considerations unique to their employment status, including access to tax-exempt conversions and strategies for maximizing benefits.

N/A


Services

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Pathway for Retirement™ Plan
Financial Services

A comprehensive retirement income strategy designed to help clients achieve their financial goals and plan for a secure and fulfilling retirement. This plan addresses key areas such as income generation, investment management, tax optimization, healthcare planning, and legacy planning.

N/A

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