Take the worry out of your financial future with our Blueprint for Financial Clarity. This simple, 5-step approach can help you get clear about your income, investments, tax burden, long-term health care, estate and more during retirement. Your retirement plan begins with setting goals. Then we identify sources of income and estimate expenses and develop a plan to manage assets and risks, and build a savings program.
As part of your long-term savings plan, we'll develop a strategy for your investments that align with your tolerance for risk and future needs for income and expenses. We'll help you identify opportunities to reduce tax liabilities and maximize tax breaks as you approach and enter retirement.
As part of your long-term savings plan, we'll develop a strategy for your investments that align with your tolerance for risk and future needs for income and expenses. We'll help you identify opportunities to reduce tax liabilities and maximize tax breaks as you approach and enter retirement.
Services
We want to be the best financial advisors in Minnesota. We bring value to our clients by partnering - never dictating - and listening. Our strategies are based on your goals and comfort levels, and they're designed to help you reduce risk, possibly decrease taxes and leave a legacy for your beneficiaries, whether it be charity, church or children.
At Lundervold Financial, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
Lundervold Financial can take a look at your complete financial picture and help you determine whether your retirement assets are going to help you meet your goals in retirement. If we feel an annuity would enhance your retirement plan we can review with you several options. We are based in the Twin Cities, Minnesota, area, but we work with clients all over the United States.
Taxes, tax laws, and tax brackets are a concern for anyone, especially as you approach retirement. How will you pay taxes on retirement income if you live on a fixed income? How can you protect yourself from surprises that show up at tax time and potentially cost you more than you anticipated? How can you potentially reduce taxes, especially in retirement?
Much of what we do as investment advisors focuses on helping you plan for the future, so you can enjoy your life. We help you make sure you have enough money saved or help you plan streams of revenue to see you through retirement. Another important part of planning for your future involves providing for and leaving a legacy for your beneficiaries, whether they are your children, your church or your favorite charities.
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Rita Wind
Apr 23, 2021
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