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Blog

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Shonsey Wealth Management | May 27, 2022

Should You Prioritize Retirement Savings over College Savings?

College and retirement require serious savings. Is it possible to save for both?
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Protecting Your Estate & Tax | Shonsey Wealth Management NE
Shonsey Wealth Management | May 27, 2022

Keeping it in the Family by Protecting Your Estate

Estate Planning
FINRA Reviewed
Insurance
An estate takes lifetimes to build but can be lost in the blink of an eye. Most of us don’t imagine assets that took decades to accumulate being drained in a
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15808 West Dodge Road, Suite 200
Omaha NE 68118

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Securities and Investment Advisory Services offered through Integrity Alliance, LLC. Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Shonsey Wealth Management, LLC is not an affiliated company. www.sipc.org

Licensed Insurance Professional.  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. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. ARE-7457 | 20072 - 2020/5/7

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. For additional information, please contact Michael Shonsey at michael.shonsey@trfinancial.com.

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