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FINANCIAL SERVICEScasper2024-09-06T09:38:04+00:00

Worried that your financial strategy is

MISSING SOMETHING?

We’re here to help you feel confident in your financial future.

YOUR DREAMS MATTER

At Shunkwiler Financial, we believe everyone should be able to live the
retirement they’ve always wanted. Our team of professionals can help you create
a well-thought-out strategy, using a variety of investments and insurance
products and services, designed to help you address your financial needs and
concerns.

GROW

PREPARE FOR RETIREMENT BY PUTTING YOUR HARD-EARNED ASSETS TO WORK.
HOW?

Retirement Income Strategies
Wealth Management
Fixed and Index Annuities
Investments
IRA/401(k) Rollovers

PRESERVE

GUARD THE ASSETS THAT CAN HELP YOU LIVE THE RETIREMENT YOU’VE ALWAYS IMAGINED.
HOW?

Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

GIVE

PROVIDE FOR THE PEOPLE AND CAUSES YOU CARE ABOUT.
HOW?

IRA Legacy Planning

Fixed Annuities are long term insurance contacts and there is a surrender charge
imposed generally during the first 5 to 7 years that you own the annuity
contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty,
in addition to any ordinary income tax. Any guarantees of the annuity are backed
by the financial strength of the underlying insurance company.

Indexed annuities are insurance contracts that, depending on the contract, may
offer a guaranteed annual interest rate and some participation growth, if any,
of a stock market index. Such contracts have substantial variation in terms,
costs of guarantees and features and may cap participation or returns in
significant ways. Any guarantees offered are backed by the financial strength of
the insurance company. Surrender charges apply if not held to the end of the
term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a
10% federal tax penalty. Investors are cautioned to carefully review an indexed
annuity for its features, costs, risks, and how the variables are calculated.

Please consider the investment objectives, risks, charges, and expenses
carefully before investing in Variable Annuities. The prospectus, which contains
this and other information about the variable annuity contract and the
underlying investment options, can be obtained from the insurance company or
your financial professional. Be sure to read the prospectus carefully before
deciding whether to invest.

The investment return and principal value of the variable annuity investment
options are not guaranteed. Variable annuity sub-accounts fluctuate with changes
in market conditions. The principal may be worth more or less than the original
amount invested when the annuity is surrendered.

AP Disclosure: Asset protection plans should be developed and implemented well
before problems arise. Due to the fraudulent transfer laws, asset transfers that
occur close in proximity to the filing of a lawsuit or bankruptcy can be
interpreted by the court as a fraudulent transfer. Proper structuring of these
assets is imperative please seek proper legal and tax advice prior to engaging
in re-titling/structuring of any assets. Please note that laws are subject to
change and can have an impact on your asset protection strategy.

WE CAN ALSO REFER YOU TO PROFESSIONALS WHO PROVIDE THE FOLLOWING SERVICES:

Trusts     |     Probate     |     Charitable Giving     |     Estate Planning 
   |     Tax Planning


READY TO TAKE


THE NEXT STEP?

For more information about any of the products and services we provide, schedule
a meeting today or register to attend a seminar.

Schedule a MeetingSchedule a Meeting
Attend an EventAttend an Event

Or give us a call at (402) 466.3919



CLIENT CORNER



CONTACT US

Phone: 402.466.3919
Fax: 402.464.0648
Email: info@shunkwilerfinancial.com

HOURS OF OPERATION:

Monday: 9:30am-5:00pm
Tuesday: 8:30am-5:00pm
Wednesday: 8:30am-5:00pm
Thursday: 8:30am-5:00pm
Friday: 8:30am-5:00pm


OUR LOCATIONS

Lincoln
6301 S 58th Street
Lincoln, NE 68516
Get Directions

Omaha
(By Appointment Only)
900 S 75th Street,
Omaha, NE 68114
Get Directions

CHECK US OUT



Calculators are hypothetical examples used for illustrative purposes and do not
represent the performance of any specific investment or product. Rates of return
will vary over time, particularly for long-term investments. Investments
offering the potential for higher rates of return also involve a higher degree
of risk of loss. Actual results will vary. We strongly recommend that you seek
the advice of a financial services professional before making any type of
investment.

CLIENT CORNER



CONTACT US

Phone: 402.466.3919
Fax: 402.464.0648
Email: info@shunkwilerfinancial.com

HOURS OF OPERATION
 
Monday: 9:30am-5:00pm
Tuesday: 8:30am-5:00pm
Wednesday: 8:30am-5:00pm
Thursday: 8:30am-5:00pm
Friday: 8:30am-5:00pm


OUR LOCATIONS

Lincoln
6301 S 58th Street
Lincoln, NE 68516
Get Directions

Omaha
(By Appointment Only)
900 S 75th Street,
Omaha, NE 68114
Get Directions

CHECK US OUT



Calculators are hypothetical examples used for illustrative purposes and do not
represent the performance of any specific investment or product. Rates of return
will vary over time, particularly for long-term investments. Investments
offering the potential for higher rates of return also involve a higher degree
of risk of loss. Actual results will vary. We strongly recommend that you seek
the advice of a financial services professional before making any type of
investment.

Securities and investment advisory services offered through Integrity Alliance,
LLC, member SIPC. Integrity Wealth is a marketing name for Integrity Alliance.
Integrity Alliance and Shunkwiler Financial are not affiliated companies. This
site is published for residents of the United States only. Representatives may
only conduct business with residents of the states and jurisdictions in which
they are properly registered. Therefore, a response to a request for information
may be delayed until appropriate registration is obtained or exemption from
registration is determined. Not all of services referenced on this site are
available in every state and through every advisor listed. We are an independent
financial services firm helping individuals create retirement strategies using a
variety of investment and insurance products to custom suit their needs and
objectives. Investing involves risk, including the potential loss of principal.
No investment strategy can guarantee a profit or protect against loss in periods
of declining values. None of the information contained on this website shall
constitute an offer to sell or solicit any offer to buy a security or any
insurance product. *Any references to protection benefits or steady and reliable
income streams on this website refer only to fixed insurance products. They do
not refer, in any way, to securities or investment advisory products. Annuity
guarantees are backed by the financial strength and claims-paying ability of the
issuing insurance company. Annuities are insurance products that may be subject
to fees, surrender charges and holding periods which vary by insurance company.
Annuities are not FDIC insured. The information and opinions contained in any of
the material requested from this website are provided by third parties and have
been obtained from sources believed to be reliable, but accuracy and
completeness cannot be guaranteed. They are given for informational purposes
only and are not a solicitation to buy or sell any of the products mentioned.
The information is not intended to be used as the sole basis for financial
decisions, nor should it be construed as advice designed to meet the particular
needs of an individual’s situation.



Shunkwiler Financial does not offer legal or tax advice. Please consult the
appropriate professional regarding your individual circumstance.

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