Brokerage Specialists, Inc. is a full service retirement planning company serving Omaha, Lincoln, and Grand Island, NE, and surrounding communities in Nebraska. Brokerage Specialists, Inc. provides retirement and estate planning to families nearing or already enjoying retirement.
Our mission is to provide families and businesses with innovative financial strategies in an effort to bring financial clarity and solutions, thus improving your quality of life. We are also experts at developing strategies to maximize your Social Security income, guiding you through the maze of regulations and changes. After a thorough and careful financial discovery with you, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals – and create a retirement plan that is unique to your situation.
Making strong commitments to our clients and building lifelong relationships are the tenets of success at Brokerage Specialists, Inc.
Want to know more about who we are? Come to one of our FREE educational seminars to learn more and receive your own personalized Social Security Income Report! See upcoming dates and reserve your seat at www.myssireport.com.