D Bryant Retirement Strategies is an independent Omaha retirement planning financial firm. We are committed to helping Nebraskans and Iowans retire successfully. With a fiduciary on staff, we take our clients’ objectives and circumstances very seriously — only assisting with actions that are in their best interest.
Please contact D Bryant Retirement Strategies with any questions about our firm or the range of financial products and services we provide. We are happy to discuss your needs and goals and how we may be able to help you with real solutions.
With respect to money management, we offer a wide range of financial products and vehicles. As an independent office, we select the most advantageous products and systems available. D Bryant Retirement Strategies often gains access to “ultra-exclusive” insurance products, available to independent advisors on a limited basis. Whether you are interested in index or mutual funds, stocks and bonds, annuities, CDs, real estate, oil or gas, tactical asset management, or Modern Portfolio Theory, the team at D Bryant Retirement Strategies will customize a portfolio that is designed for your unique needs.
Known throughout the area for his experience in Omaha retirement planning, Darrell Bryant, CFS®, CAS® takes the time to carefully learn his clients’ needs and develops a strategy that helps them work towards their retirement income goals.
As a fiduciary with over 30 years of experience in the financial services industry, Darrell recognizes the need for unique and personalized services for investors at the time of retirement. At this stage of life, it is of utmost importance to reevaluate investment strategies — reduce risk, help protect assets, and create an income-generating plan.
Darrell has made these retirement issues his area of focus. Over the past 30 years, he has established himself as an authority with a Certified Fund Specialist (CFS®) designation and a Certified Annuity Specialist (CAS®) designation from the Institute of Business & Finance. Darrell is host of Retirement Strategies Radio, heard Saturday mornings at 8 a.m. and Sunday mornings at 10 a.m. on 1110 KFAB. His articles on financial planning have been featured on Fortune.com, FoxBusiness.com, Money.com, and in the Midland Business Journal.
Darrell knows many near-retirees are not sure when retirement will become truly affordable, without fear of running out of money years down the road. Current retirees might wonder if positive changes can still be made, regardless of their age. Darrell focuses on real solutions to all retirement issues — helping his clients enjoy greater peace of mind and a predictable retirement lifestyle.
At D Bryant Retirement Strategies, we are a full-service firm of Omaha financial advisors who focus on retirement. We help clients retire with added confidence using the following services:
We are a provider of WealthGuard™, an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts, daily, so you can invest with the added confidence that there’s a plan in place to help protect your investments in all market conditions. Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. More importantly, WealthGuard will initiate a specific plan of action to help protect your accounts, while keeping you focused on your long-term investment goals.
And since WealthGuard monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.
Watch the videos below to learn more about WealthGuard™.
WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.
There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/ or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.
WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.
