Stonebridge Wealth Systems, LLC

Stonebridge Wealth Systems, LLC Call us for a complimentary strategy session. At Stonebridge Wealth Systems, we’re committed to doing the right thing, every time.

Stonebridge Wealth Systems, LLC is an independent financial services firm, offering Income Planning, Investment Planning, Tax Planning, Healthcare Planning, and Legacy Planning. Our team knows it isn’t just about developing a retirement portfolio that works right now. We want to develop a plan that can be maintained throughout your retirement. Founded in 2012, our advisors are focused on helping c

lients work towards their retirement dreams through a detailed strategy for retirement income. We are able to offer our clients a variety of investment options tailored to fit their individual needs. Our financial strategies and asset management services use insurance products, such as annuities, to help you pursue financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy. In addition to wealth management services, we also provide an array of insurance services through Stonebridge Insurance. The independent agency specializes in auto, home, renters and business insurance. Follow on Facebook for more information and the latest updates.

06/23/2026

Everyone worries about running out of money in retirement, but what if your biggest mistake is actually saving too much?

There is so much more to this conversation. Check out our link below to watch the full video: https://youtu.be/cSWchrgGTfM


Happy Father's Day to all the amazing dads out there! Today, we celebrate all the incredible fathers who make a differen...
06/21/2026

Happy Father's Day to all the amazing dads out there! Today, we celebrate all the incredible fathers who make a difference every day.

06/19/2026

It's not an easy conversation, but it's one every couple needs to have. Planning the loss of a spouse is a critical part of retirement planning.

check out the whole video here: https://youtu.be/5fPnqUq78eA

06/18/2026

Your Retirement account has rules. A 401 (k) can be a powerful tool while you're saving for retirement.

To watch the entire episode, visit: https://youtu.be/jxyOUhPri6U

06/18/2026
06/17/2026
06/17/2026

Retirement isn't about reaching a finish line and hoping everything works out.

It's about having a plan that can adapt as life unfolds and new opportunities or challenges arise.

How often do you review your retirement strategy?

Call and schedule your free consultation review today: 888-260-0926.

06/16/2026

Losing a spouse is one of life's most difficult transitions, and for many women, it also means navigating retirement and financial decisions alone.

In this helpful new article, Stonebridge Wealth Systems Financial Advisor Aliisa Criffield shares practical guidance for widows who are adjusting to retirement after loss. From understanding survivor benefits and healthcare costs to organizing finances and avoiding costly mistakes during periods of grief, this blog offers valuable insights for finding confidence and stability moving forward.

Retirement may look different than originally planned, but with thoughtful preparation and the right support, it can still be a season of security, independence, and hope.

📖 Read the full article: https://stonebridgeiwm.com/post/retirement-after-loss

06/05/2026

Social Media, Wealth, and : Looking Beyond the Highlight Reel

A vacation funded with savings can look identical to one financed with debt.

Social media often shows us the outcome, but may not reveal the financial decisions behind it.

In our latest Retirement Compass recording, we discuss the difference between the appearance of wealth and the habits that may support long-term financial goals.

Take a few minutes to watch or listen to the podcast and consider this question:

What does financial success mean to you?

06/01/2026

What does retirement success actually look like?

A healthy financial plan is not about depriving yourself of everything today. It is about creating balance between preparing for the future and enjoying life along the way.

Address

Kearney, NE

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

Telephone

+13086980144

Website

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