We are fee-only financial & investment advisors in Lincoln, Nebraska providing fiduciary retirement advice. If you have $500,000 or more to invest, we invite you to download your complimentary retirement planning guide. No personal info is required.
Your retirement planning guide discusses:
Recreating an income stream
- Deciding what accounts to tap first & how to access these monies.
- Figuring out a safe withdrawal rate from your accounts.
- Analyzing how to maximize your Social Security benefits.
Addressing your 401(k) and investments
- Understanding the role of risk in your investments.
- Analyzing the true cost of your investments over time.
- Avoiding the pitfalls associated with rolling over retirement funds.
Dialing in your healthcare options
- Enrolling in Medicare Part A & B.
- Gaining unbiased opinions on Medicare C & D plans.
- Learning about SHIIP.
Charting a path for your financial future
- Learning how a financial plan can offer you peace of mind, show you what’s possible, and help you leave a legacy.
Finding a trusted retirement advisor
- Understanding how advisors are compensated.
- Learning about the importance of working with a full-time fiduciary.
- Looking at the disciplinary history of an advisor.
Pittenger & Anderson, Inc. is a fee-only Registered Investment Advisor based in Lincoln, Nebraska. As of October 2018, we manage over $1.5 billion in assets for 600 clients in 29 U.S. states. We provide investment management, financial planning, and retirement plan services.
5533 South 27th Street, Suite 201, Lincoln, NE 68512
402.328.8800 or 1.800.897.1588 or firstname.lastname@example.org