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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 Plan

I’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 Chapter

I’m nearing retirement

I’m in retirement and want to get the most value out of my investments.

Optimize Your Strategy

I’m in retirement

What We Offer

Retirement Income 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.

Investment Management

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.

401(k) and IRA Rollovers

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 Strategies

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 Solutions

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

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

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.

Retirement Income 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.

Tax Planning

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 Solutions

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

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.

Investment Management

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.

401(k) and IRA Rollovers

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?

At Envision Retirement Solutions, we make it simple to turn your aspirations into actionable plans. Whether you’re just starting or refining your approach, we’re here to provide the support and tools you need. Envision your ideal retirement let’s start building it today!

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.

Addressing Market Volatility in Today's World
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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.

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