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Wealth Management Services

Begin planning for the future today. Bob Bennie Wealth Management provides financial planning expertise for all aspects and times of your life. From funding your child's education to ensuring you have a comfortable retirement, trust us to help you plan a bright financial future. 

Expert financial services provided by Bob Bennie Wealth Management include:
    • Educational Workshops & Seminars
    • Financial Planning & Wealth Management
    • Asset Protection
    • Retirement Planning
    • Estate Planning
    • College Funding
    • Insurance Planning
    • Long Term Care Insurance
    • Tax-Wise Investment Strategies
    • Charitable Gifting
    • 401(k)s
    • IRAs
    • Rollover IRAs

If you have questions about your current financial situation, would like to discuss how to achieve your future financial goals, or wish to schedule an appointment, send us an This e-mail address is being protected from spam bots, you need JavaScript enabled to view it  or call us at 402-421-2626.

 
1601 Old Cheney Road  Lincoln, NE 68512
Phone: 402-421-2626   Fax: 402-421-8168
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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, DC, FL, HI, IA, IL,  IN, KS, MA, MI, MN, MO, NE, NV, NY, OH, OK, SD, TX, VA and WA. No offers may be made or accepted from any resident outside these states.

IMPORTANT CONSUMER INFORMATION A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.