Eikenberry Retirement Planning

Videos

Can I Retire Early?

What's the first step to determining if you can retire early? A recent survey of 2 thousand retired Americans found that they'd expected to retire at 63.2 years old, but instead retired at 61.5, and one in three said they would have retired earlier if they'd had the chance! To help solve this increasingly important question, Nick & Luke were recently interviewed by Emmy Award winning journalist, Erin Kennedy, on Retirement Wealth Academy.

Who Needs an Estate Plan?

If you have assets, you have an "estate," which is why everyone should consider creating an Estate Plan. You may hear the word "estate" and think mansions and very wealthy landowners, but in reality, your estate is made up of everything you own: cars, real estate, cash, and other assets. Nick was recently invited onto Retirement Wealth Academy, hosted by Emmy Award winning journalist Erin Kennedy, to talk through who needs an Estate Plan.

This One Social Security Mistake that Could Cost You $100k!

This one Social Security mistake is costing the average household $111,000.00! Only 4% of retirees claim Social Security at the most "financially optimal time." That means the remaining 96% are missing out on $3.4 trillion dollars, which averages out to just over $100,000.00 for most families!

Source: https://www.forbes.com/sites/ashleaebeling/2019/06/28/only-4-of-retirees-claim-social-security-at-optimal-time-leaving-3-4-trillion-on-table/?sh=4e94fcbd41fd

The Importance of Creating an Income Plan and a Spending Plan

The number one fear for most retirees? Outliving their money. Which is why creating a spending (and income) plan is vitally important. Nick was recently interviewed by Emmy Award winning journalist Erin Kennedy on Retirement Wealth Academy to discuss strategies you can put in place today to create income you can't outlive.

The Difference Between Traditional & Roth IRA

If you do not have a tax plan, you do not have a retirement plan. Strategic tax planning for retirement is vitally important, which is why Luke was recently interviewed by Emmy Award winning journalist, Erin Kennedy with Retirement Wealth Academy to break down the difference between a Traditional and a Roth IRA.

Our Team

Nick Boeckman, CFP®

Nick joined Eikenberry Retirement Planning in February of 2012 and become owner in April 2020. You can find Nick active in the daily happenings of the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events...

Full Bio

Luke Bertke, RICP®

Nick Boeckman, CFP®

Luke joined Eikenberry Retirement Planning in April of 2017 and is an integral part of our daily activities in the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events...

Full Bio

About Us

Retirement Income Planning

Is there a way to maximize your social security? Can you guarantee lifetime income from your retirement accounts?

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Estate & Tax Planning

Will you leave your heirs with a large tax burden upon your passing? Is there a way to ensure that your estate is transferred to the next generation without probate or other headaches?

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Investment Solutions & 401(k) Management

Is your portfolio susceptible to market risk, timing risk, or sequence of returns risk? How will your portfolio perform in a down market?

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Investment Advisory Services are offered through Brookstone Capital Management, LLC, (BCM) a Registered Investment Advisor. 1745 S. Naperville Road, Suite 200 Wheaton, IL 60189 www.brookstoneCM.com (630) 653-1400. Additional information about BCM is also available on the SEC’s website at www.adviserinfo.sec.gov. However, please note that registration as an Investment Advisor or Investment Advisor Representative does not imply any level of skill or training. BCM and Eikenberry Retirement Planning (ERP) are independent of each other. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. For a complete description of investment risks, fees and services, review the BCM firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting BCM.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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Eikenberry Retirement Planning

Schedule a consultation with a CERTIFIED FINANCIAL PLANNER™

Videos

Can I Retire Early?

Who Needs an Estate Plan?

This One Social Security Mistake that Could Cost You $100k!

The Importance of Creating an Income Plan and a Spending Plan

The Difference Between Traditional & Roth IRA

Our Team

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Luke Bertke, RICP®

Nick Boeckman, CFP®

Nick Boeckman, CFP®

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About Us

Retirement Income Planning

Estate & Tax Planning

Investment Solutions & 401(k) Management

Upcoming LIVE Events

Eikenberry's Two Cents

FREE Portfolio Analysis Request

Can your portfolio handle the stress of retirement? Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio at no costs!

Our Team is Here to Help!

Contact Us

Get Started Today

Eikenberry Retirement Planning

Hours

Schedule an Appointment

Eikenberry Retirement Planning

Schedule a consultation with a CERTIFIED FINANCIAL PLANNER™

Videos

Can I Retire Early?

Who Needs an Estate Plan?

This One Social Security Mistake that Could Cost You $100k!

The Importance of Creating an Income Plan and a Spending Plan

The Difference Between Traditional & Roth IRA

Our Team

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Luke Bertke, RICP®

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Subscribe To Our Newsletter

About Us

Retirement Income Planning

Estate & Tax Planning

Investment Solutions & 401(k) Management

Upcoming LIVE Events

Eikenberry's Two Cents

FREE Portfolio Analysis Request

Can your portfolio handle the stress of retirement? Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio at no costs!

Our Team is Here to Help!

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Contact Us

Get Started Today

Eikenberry Retirement Planning

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Schedule an Appointment

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