For over 25 years, we’ve helped hundreds of clients retire with confidence through a combination of efficient investment management and detailed financial planning.
We help people who:
Are nearing retirement and have over $500k in investment and/or retirement accounts.
Want to delegate the management of these monies.
Seek a financial advocate to help with the many decisions they face.
We can help you:
– Create a retirement paycheck from your investment & retirement accounts.
– Reduce your taxes and understand the impact of investment fees.
– Give to charity in a more tax-efficient manner.
– Decide when to file for Social Security and help you choose the right Medicare coverage.
– See the big pictures, avoid mistakes, and uncover blind spots.
P&A made the CNBC Financial Advisor 100 List for 2019, 2020, 2021, and 2022.
Unlike most financial advisors, we do not:
Sell investments or financial products.
Earn commissions or benefit from the investments we use in your account.
Get compensated in multiple ways (we charge a single, simple, and transparent fee).
To learn more about the major financial decisions you’ll face in retirement, download your complimentary guide,
“The Confidence Your Retirement is Looking For“.
Pittenger & Anderson, Inc. is a full-time fiduciary and a fee-only investment advisor based in Lincoln, Nebraska. We help over 700 individuals and families living in over 30 U.S. states.
By downloading our complimentary retirement guide “The Confidence Your Retirement is Looking For”, we may email you additional articles of interest and resources we think you’ll find helpful. You can unsubscribe from these emails at any time by clicking the unsubscribe link at the bottom of the email.
5533 South 27th Street, Suite 201, Lincoln, NE 68512
402.328.8800 or 1.800.897.1588 or firstname.lastname@example.org