Retirement planning
Personalized plans with regular check-ins as circumstances change.
The Retirement Guys
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About The Retirement Guys
In Omaha, The Retirement Guys is a financial advising business focused on retirement planning. It assesses clients' current financial situations and income needs, then creates personalized plans with regular check-ins to help keep strategies aligned with changing goals. Investment planning uses low-cost, tax-efficient strategies tailored to individual goals and risk tolerance. The business also offers asset protection strategies aimed at reducing taxes and shielding wealth, along with tax planning to reduce tax burdens and support after-tax income. Social Security and Medicare guidance covers decisions such as when to file for Social Security and how to understand Medicare coverage options. Services are delivered through individualized advice and step-by-step guidance. The business also shares retirement-related educational media, including a program called Retire Happy Hour.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment planning
Low-cost, tax-efficient strategies tailored to goals and risk toleranc
Social Security & Medicare
Guidance on benefit timing and Medicare coverage options.
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