Our Financial Services

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.

Click on a service below to learn more about it.

Retirement Income PlanningLearn more

Investment ManagementLearn more

IRA & 401(k) RolloversLearn more

WealthGuard™

Invest in added financial confidence with D Bryant Retirement Strategies and Wealthguard™

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 video 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.

We’re offering our initial financial services meeting in Omaha at no charge!

You may also call (402) 932-2141 or email contact@dbretirement.com

*Your privacy matters. All information is kept secure and confidential.