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Serving as Your Retirement Guide

Retirement is a significant milestone and, as a result, many individuals and couples worry about this transition. Will they have enough to maintain their current lifestyle? How much income will they need? Can they leave a legacy to their loved ones?

At Schueman Financial Services, we understand the many concerns people face as they prepare for retirement, whether that is five or fifteen years away, and live in retirement. Our goal is to help make this transition more manageable and less stressful by building a personalized retirement and wealth management strategy and offering ongoing support, personalized advice, and objective guidance.

With more than two decades of experience, we truly listen to our clients’ concerns, help them identify and prioritize their needs, and provide them ideas and customized strategies for their financial life. We are here for the long haul to lead you in the appropriate direction and strive to help you stay on track. Based in Omaha, Nebraska, we serve clients locally and in multiple states. Contact our office today to learn more about our services and how we can serve as your retirement guide. 

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Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.