You come first. We are dedicated to helping clients take the first step in a journey that leads to a sound financial future through knowledge, discipline and dedication. We believe in building long-term relationships built on trust and integrity and by offering the type of high quality personal service and attention to detail clients deserve.
We can help with retirement income planning, estate planning, long term care, Social Security and insurance planning. We'll help you review your current investments and 401ks and consolidate and simplify your accounts. We offer a complete strategy for your business: succession and retirement planning, key executive benefits, deferred compensation, exit strategy and assistance with business valuation.
We can help with retirement income planning, estate planning, long term care, Social Security and insurance planning. We'll help you review your current investments and 401ks and consolidate and simplify your accounts. We offer a complete strategy for your business: succession and retirement planning, key executive benefits, deferred compensation, exit strategy and assistance with business valuation.
Services
Butch Ferdinandsen is an independent financial advisor and the founder and principal of the independent financial firm, Ferdinandsen Financial Group. He helps individuals, families and business owners understand their current. Whitney is a key figure in providing the highly personalized service and professionalism you have come to expect from our firm.
When you choose an advisor who is part of Legacy Premier Advisors, you get the independence, knowledge, and experience you require, but also the resources of a powerful national partnership. An experienced local advisor who understands your needs and is focused on your long-term goals. An independent business owner who offers objective advice and is 100% accountable for your success.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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