Envision the Retirement
You Deserve
Retirement is a time for new opportunities. Envision Retirement Solutions helps you craft a lifestyle aligned with your goals, offering personalized strategies to simplify the complexities of retirement.
Start Your Retirement Journey with Envision
Serving the Lincoln, NE Community since 1994.
At Envision Retirement Solutions, we are deeply rooted in the Lincoln, NE community, providing tailored financial guidance for individuals and families navigating the complexities of retirement. For nearly three decades, we have been a trusted partner, offering solutions in retirement income planning, investment management, tax strategies, legacy planning, and more.
We believe in creating meaningful relationships with our clients, grounded in transparency, trust, and personalized service. As fiduciaries, our goal is to help you make informed decisions that align with your vision for the future. Whether you’re just starting to plan or already enjoying retirement, we are here to support you every step of the way.
Let us help you create a retirement strategy that reflects your unique goals and values, ensuring a secure and fulfilling journey into your next chapter. Together, we can make your vision a reality.
Where Are You In Your Retirement Journey?
I’m in the midst of my career and want to get the most value out of my investments.
Start Building Your PlanI’m in the midst of my career
I’m nearing retirement and want to get the most value out of my investments.
Plan Your Next ChapterI’m nearing retirement
I’m in retirement and want to get the most value out of my investments.
Optimize Your StrategyI’m in retirement
What We Offer
- Retirement Income Planning
- Investment Management
- 401(k)/ IRA Rollover
- Long-Term Care Strategies
- Life Insurance
- Tax Planning
- Estate & Legacy Planning
With people living longer, retirement income planning is essential for maintaining financial stability. Envision Retirement Solutions assists clients in navigating potential risks, managing market fluctuations, and exploring strategies for income diversification. We educate clients on pensions, Social Security, 401(k)s, and investments to create tailored strategies that support their lifestyle and adapt to future challenges.
At Envision Retirement Solutions, we create customized portfolios tailored to your financial goals and risk tolerance. As fiduciaries, we work with institutional portfolio managers who actively and tactically manage investments to protect against loss. Our focus is on aligning your investment strategy with your long-term retirement objectives while minimizing unnecessary risks.
Navigating 401(k) and IRA decisions can be overwhelming, but Envision Retirement Solutions is here to help. As fiduciaries, we provide unbiased guidance to align your retirement accounts with your long-term goals. Whether rolling over, leaving funds in place, or taking distributions, we’ll create a strategy tailored to your unique needs.
Long-term care expenses can quickly deplete retirement savings, making planning essential. At Envision Retirement Solutions, we help you explore strategies like long-term care insurance, hybrid policies, and self-funding. Our personalized approach aims to address future care needs, protect your retirement goals, and provide a sense of security for you and your family.
Life insurance plays a vital role in retirement planning. It can potentially provide financial security for your loved ones, contribute to wealth accumulation, and help in planning your legacy. It offers benefits like tax-efficient income and long-term care coverage. We educate our clients on different policies to align with their retirement goals and family priorities.
Tax planning is crucial for protecting retirement income. Envision Retirement Solutions helps clients understand how taxable, tax-deferred, and tax-free accounts are taxed. We collaborate with tax advisors to create strategies like Roth conversions and tax-efficient withdrawals, ensuring your retirement plan minimizes taxes and aligns with your long-term financial goals.
Estate and legacy planning doesn’t have to be overwhelming. Envision Retirement Solutions helps clients plan for the orderly transfer of assets to loved ones. While not legal professionals, we collaborate with trusted estate attorneys to implement strategies that align with your financial goals and preserve your legacy for future generations.
With people living longer, retirement income planning is essential for maintaining financial stability. Envision Retirement Solutions assists clients in navigating potential risks, managing market fluctuations, and exploring strategies for income diversification. We educate clients on pensions, Social Security, 401(k)s, and investments to create tailored strategies that support their lifestyle and adapt to future challenges.
Tax planning is crucial for protecting retirement income. Envision Retirement Solutions helps clients understand how taxable, tax-deferred, and tax-free accounts are taxed. We collaborate with tax advisors to create strategies like Roth conversions and tax-efficient withdrawals, ensuring your retirement plan minimizes taxes and aligns with your long-term financial goals.
Life insurance plays a vital role in retirement planning. It can potentially provide financial security for your loved ones, contribute to wealth accumulation, and help in planning your legacy. It offers benefits like tax-efficient income and long-term care coverage. We educate our clients on different policies to align with their retirement goals and family priorities.
Estate and legacy planning doesn’t have to be overwhelming. Envision Retirement Solutions helps clients plan for the orderly transfer of assets to loved ones. While not legal professionals, we collaborate with trusted estate attorneys to implement strategies that align with your financial goals and preserve your legacy for future generations.
At Envision Retirement Solutions, we create customized portfolios tailored to your financial goals and risk tolerance. As fiduciaries, we work with institutional portfolio managers who actively and tactically manage investments to protect against loss. Our focus is on aligning your investment strategy with your long-term retirement objectives while minimizing unnecessary risks.
Navigating 401(k) and IRA decisions can be overwhelming, but Envision Retirement Solutions is here to help. As fiduciaries, we provide unbiased guidance to align your retirement accounts with your long-term goals. Whether rolling over, leaving funds in place, or taking distributions, we’ll create a strategy tailored to your unique needs.
Ready to Take the Next Step?
Educational Resources
Discover our blog for insightful articles, practical advice, and informed perspectives on financial management. We’re dedicated to enhancing your financial well-being through education and informed decision-making.
Adapting Your Retirement Plan to Minimize Tax Impacts
Retirement planning isn’t just about saving—it’s about preserving what you’ve worked so hard to build. Taxes can be one of the most significant expenses retirees…
Using Life Insurance to Address Tax-Free Income and Legacy Considerations
Life insurance is often associated with financial protection for loved ones, but it can also be used as part of a broader financial…
Understanding Roth Conversions: An Option to Manage Future Taxes
Taxes can have a significant impact on your retirement income, particularly as tax rates and legislation change. Roth conversions are a powerful tool that can…
Exploring Annuities: A Strategy to Address Longevity in Retirement
As life expectancy increases, retirees must plan for income that lasts throughout their lifetime. A primary concern in retirement planning is longevity risk—the possibility of…
401(k) and IRA Rollovers: What to Know About Transitioning Your Retirement Accounts
For many retirees and those approaching retirement, deciding what to do with their 401(k) or IRA is a crucial step in securing their financial future….
How Envision Retirement Solutions Helps Clients Transition Inherited Assets into a Retirement Plan
Receiving an inheritance can feel both emotionally overwhelming and financially complex. While the influx of assets provides an opportunity to enhance your financial future, it…
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Addressing Market Volatility in Today’s World
Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.