Kearney, Nebraska
You only get one
chance at retirement.
Retirement income planning for central Nebraska families, from a CERTIFIED FINANCIAL PLANNER™ professional whose whole practice is built around the transition into retirement, and the years that follow it.
From the cockpit
to the flight plan
Before financial planning, Jeremy graduated from the Air Force Academy and spent ten and a half years as an instructor pilot flying C-130s. He retired as a Lieutenant Colonel in the Air Force Reserves and still serves as a Liaison Officer for Air Force Academy admissions. The discipline of a preflight checklist carries directly into the way he plans retirements.
He holds a Master’s Degree in Financial Planning, the CFP® certification, the RICP® for retirement income and the WMCP® for advanced wealth management. He has also taught personal financial planning at the University of Nebraska at Kearney.
“Planning is a process. It should focus on things that matter and things that you can control.”
- 16 yrs
- In financial planning
- 10.5 yrs
- Air Force instructor pilot
- Kearney
- Home since day one
Built for the years right around retirement
This practice serves people preparing for, and living in, retirement, with the questions that actually keep them up at night.
Pre-Retirees
Five years out and asking the real question: can I retire, and what does it look like if I do?
Retirees
Already drawing income, and wanting confidence that the money will last as long as you do.
University of Nebraska Employees
NU retirement plan participants working out whether they are truly retirement ready.
The pieces of a retirement plan
Coordinated as one plan, so the Social Security decision, the tax picture and the income strategy all point the same direction.
Retirement Income
An income plan built so you are confident you will not run out of money.
Learn moreSocial Security & Medicare
When to file, which coverage to choose, and what those decisions cost across retirement.
Learn moreInvestment Management
Portfolios matched to the income the plan actually requires.
Learn moreTax Planning
Withdrawal sequencing and strategies to reduce what you pay over retirement.
Learn moreRisk & Insurance
Protecting the plan against the events that could otherwise derail it.
Learn moreEstate Planning
Passing on what is left, to the people and causes that matter to you.
Learn moreThe Kearney team
The people who plan alongside Jeremy, answer the phone and make the relationship easy.
Transparent, tiered fees
One annual fee on the assets we manage. No commissions, no surprises, and the rate steps down as your assets grow.
On the first $150,000
$150,001 to $1,000,000
Above $1,000,000
No account minimum
We do not enforce minimums, though our strategies tend to be most effective for clients with investable assets above $500,000.
Negotiable above $3 million
For larger relationships, the fee schedule is open to discussion.
Access your accounts
Current clients can review their full financial picture, balances and documents through the secure eMoney client portal.
Visit the Kearney office
- Office
- 109 East 52nd Street, Suite 1
Kearney, NE 68847 - Office hours
- Monday – Friday, 8:30 a.m. to 5:00 p.m.
- Phone
- (308) 698-1122
Have you done all you could?
If you are within a few years of retiring, or already there, a conversation is the right place to start. There is no cost for the first one.
Schedule an AppointmentWealthPlan Group Kearney
109 East 52nd Street, Suite 1 Kearney, NE 68847