Call Us Today:
402.759.3300

Financial Planning in Geneva and Shickley, NE

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Walter Insurance and Real Estate, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Walter Insurance and Real Estate, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Walter Insurance and Real Estate is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Walter Insurance and Real Estate today to see how Financial Planning can help achieve your goals.

Our Locations

Fortify Group - Geneva

209 S. 10th St. PO Box 424
Geneva, NE 68361
Main office: 402-759-3300

Fortify Group - Shickley

207 N. Market St. PO Box 193
Shickley, NE 68436
Main office: 402-627-2055

Our Providers

Testimonials

At a big company what you don't get is that feeling of home; that feeling someone is taking care of you. That has been really nice here.
Dave H.
Thank you,Karla! I really appreciated your knowledge and expertise during this home buying experience! So glad we have you in Geneva!
Shelbi P.
I enjoy our conversations, Karla. You are fun to be around and so authentic. I appreciate that and you! Now go eat some football snacks and relax!
Barbara S.