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.

06/01/2026

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.

What does retirement success actually look like?A healthy financial plan is not about depriving yourself of everything t...
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.

Listen, Learn, and Watch here: https://stonebridgeiwm.com/post/comparing-your-financial-life

In observance of Memorial Day, Stonebridge Wealth Systems will close its offices on Monday, May 25. This day serves as a...
05/22/2026

In observance of Memorial Day, Stonebridge Wealth Systems will close its offices on Monday, May 25.

This day serves as a poignant reminder of the ultimate sacrifice made by countless men and women in service to our nation. Their courage and commitment have paved the way for the freedoms we cherish today. We encourage everyone to take a moment to reflect on their legacy and honor their memory.

05/21/2026

On a recent episode of Retirement Compass Radio Show, Zach Vancas discussed how social media, comparison culture, and “financial influencer” advice may distort the way people think about money and retirement.

One of the biggest takeaways: 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.

05/13/2026

“Sometimes you’re losing money safely.”

In this Retirement Compass Radio Show clip, Jeff Gove discusses how inflation and taxes can affect retirement income — even in traditionally conservative accounts.

05/06/2026

Retirement planning should be tailored to your goals, risk tolerance, and financial needs, not a one-size-fits-all approach.

At Stonebridge, we help clients build personalized strategies designed to provide confidence and clarity for the future.

Contact Stonebridge today to learn more.

04/27/2026

We’re growing—and looking for the right person to grow with us.

Stonebridge Wealth Systems is now accepting applications for a First Impressions Representative in our Kearney office. This is more than a front desk role—it’s a key professional position that helps shape the client experience and supports the daily operations of our team.

We’re looking for someone who is career-driven, highly organized, and takes pride in delivering a polished, professional presence. This role plays a critical part in calendar management, appointment scheduling, and maintaining smooth office operations, requiring strong attention to detail and the ability to anticipate needs.

At Stonebridge, culture matters. We value professionalism, teamwork, and long-term growth—this is an opportunity for someone who wants to build a career, not just find a job.

📍 Kearney, NE
💼 Full-time opportunity

Learn more and apply here: https://www.linkedin.com/jobs/view/4232623543/

Know someone who would be a great fit? Tag them or share this post!

04/23/2026

Cash, CDs, and money markets may feel safe—but inflation and taxes could be quietly eating away your wealth.

In this clip from Retirement Compass, Jeff Gove and John Ternus break down why “safe” money isn’t always secure—and what retirees should consider instead.

LEARN MORE: https://stonebridgeiwm.com/post/are-you-losing-money-safely-in-retirement

04/13/2026

Retirement isn’t just about investment returns. It’s about coordination.

At Stonebridge Wealth Systems, we call that the Retirement Compass 🧭

Because your income, investments, taxes, healthcare, and legacy planning all impact each other. If those pieces aren’t aligned, you could be taking unnecessary risks—or missing opportunities.

The goal isn’t just to grow your money…
It’s to create a plan that works together so you can use it with confidence.

📞 Call (888) 260-0926 to schedule a visit
🎧 Or watch/read/listen to learn more: https://stonebridgeiwm.com/post/retirement-isnt-about-beating-the-marketits-about-coordinating-your-retirement-compass

🎉 Happy New Year from all of us at Stonebridge Wealth Systems! 🎉As we welcome the New Year, we’d like to remind everyone...
01/01/2026

🎉 Happy New Year from all of us at Stonebridge Wealth Systems! 🎉

As we welcome the New Year, we’d like to remind everyone of our holiday hours:

📅 Thursday, January 1st (New Year’s Day): Closed
📅 Friday, January 2nd: Normal business hours, 8:00 AM – 5:00 PM CT

We wish you and your loved ones a safe, joyful, and blessed New Year. Thank you for being part of our community—we look forward to serving you in the year ahead! ✨

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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