Bridge the Gap Between You and Your Retirement
Your dreams are unique. Discover a true partner committed to guiding you along the fulfilling retirement journey you've always envisioned.
Scroll Down
Family Looking Out for Family
Think about the people who are most important to you.
It’s family, right?
At Lundervold Financial, we know your loved ones mean everything to you because we’re a community-minded firm that considers our clients part of our family. We believe in taking care of our own, and that starts by partnering with you and bringing value so you can live your best life.
Our mission is to be the last financial advisor you’ll ever need by providing a clear path to retirement confidence and helping you — and your family — make the most of your money and opportunities.
“We have our partners’ backs.” – Ryan Lundervold, CEO and President
A Blueprint for Financial Clarity™
When Ryan Lundervold’s Division I college baseball career was cut short by an injury he initially suffered in his very first game, he realized he needed a new game plan.
In his first book, “A Blueprint for Financial Clarity™,” the president and CEO of Lundervold Financial reveals the lessons he learned from his center field throwing injury. Those lessons helped him discover his passion for helping people and shaped three principles he now applies every time he goes to bat for a client:
Never underestimate the value of a second opinion
-
The importance of building trust
-
The importance of listening
The Psychology of Retirement Movie
Thousands of baby boomers will reach age 65 by the end of the day, and this trend isn’t about to stop any time soon. That’s why many in the financial world are referring to this period as the “Peak 65” era. Unfortunately, many boomers, despite amassing considerable wealth, worry that they will outlive their income.
Ryan Lundervold, president and CEO of Lundervold Financial, is an executive producer of “The Psychology of Retirement,” a movie featuring a wide range of industry experts who examine how having a written income plan can help put such worries and fears to rest. Watch the trailer below to hear Ryan explain how our firm’s mission of educating, guiding and empowering clients aligns with the movie’s.
Fun and Finances: Events for Everyone
Whether you’re looking for financial education, an enjoyable time with friends and family or opportunities to serve and improve our community, we’ve got an event for you.
Visit our Events page to view a full list of our FREE gatherings, including:
*Open to all
Find Confidence From a Complete Financial Plan
A Blueprint for Financial Clarity™ isn’t just the name of our president’s book. It’s the way we ensure all your essential financial planning needs are met. Whether your concern is paying too much in taxes or not having enough money to last throughout retirement, we can help.