WealthPlan Partners

Services Offered

• Retirement income planning
• Tax planning
• Risk management
• Medicare planning
• Estate planning

About

Jeremy is a Certified Financial Planner™ based in Kearney, Nebraska, providing comprehensive financial planning services. He specializes in retirement income planning, tax planning, risk management, Medicare planning, and estate planning. Jeremy helps mass affluent individuals prepare for and transition into retirement, offering guidance on social security timing and income planning to ensure financial security. His expertise is complemented by advanced designations, including RICP® and WMCP®, which enhance his ability to serve clients effectively.

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