Shunkwiler Financial - Lincoln, Nebraska

Katy S.

The whole staff is filled with kind, wonderful people. It’s a family atmosphere and you can feel it from the moment you walk through the door each time. Be prepared to laugh a lot at your appointments too. For a numbers guy, Brett has a great personality and he never disappoints with his quick wit and jokes. 🙂 Never would I have thought talking about numbers and finances could be fun. Brett and his team break down or dumb down the financial world with their presentations, and after our meetings I feel like I actual get it. I love watching my money grow and knowing we will be able to retire early.

Tiffany R.

Brett and his team have been absolutely amazing to work with! They are so knowledgeable and truly do care about each customer. If you want someone who desires the best for you and your family I recommend coming here.

Garry L.

My husband and I first came across Shunkwiler Financial in 2019 when we had moved from out of state to Nebraska, and attended an informational seminar given by Brett. We were so taken by the presentation and information given, that a week later we had an appointment to discuss our unique financial situation with both Brett and Eric. Again, we were so taken by how our (very complicated to us) situation was made clear. 3 goals were set up: 1) Fed & State taxes 2) Legacy 3) CPA to handle our complicated tax situation at the time
We had 2 more meetings with Brett and Eric that first month, and they untangled the financial complications we were dealing with. I was amazed that they could figure out some very good financial solutions for our weird situation. They handled all the paperwork to get things transferred over and we were given the name of a good CPA to handle our Nebraska tax situation.
Every year following that, my husband and I met with Shunkwiler Financial to make adjustments on our financial accounts. Again, they handled all the paperwork and made recommendations for improvements that could be made with our monies.
And then when my husband passed away, they handled the huge amount of paperwork to transfer the accounts to me that had been in my husband's name. I place full trust in Shunkwiler Financial and I appreciate all they have done for me in the past and well into my future.

Mary B.

Brett and the entire team at Shunkwiler Financial go out of their way to get to know their clients personally and help us figure out what is best for our financial goals. They have the experience, tools, and techniques to get you on the right road to your retirement future! We are very happy we chose Shunkwhiler Financial!

Doug & Mary

Brett A.

We have been working with Brett and Team Shunkwiler for 7 years now. They understand the nuances of Civil Service and Military retirements and associated TSPs. He helped us move our funds into alternative investments away from TSP and it has worked wonderfully. The Team is always available and very responsive. We referred both friends and family to Brett.

Greg M.

Brent has been our financial advisor for 7 plus years now. He helped me transfer into my retirement choose the right funds. Whenever I needed any advice or counseling he was always there.

Janis S.

We work with Eric on Brett's team & he always takes our unscheduled calls when he's available. Very knowledgeable & attentive to our needs when advising us.

Rick H.

Brett is very knowledgeable about the “investment world” and works tirelessly to stay on top of the market ups and downs. Brett has also surrounded himself with a great staff of professionals.