Retirement Planning and Personal Financial Advisor

Lundervold Financial can help you build a retirement strategy.

It’s never too late to plan for retirement. A Blueprint for Financial Clarity™

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.

Retirement Income Planning

Retirement Income Planning

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. 

Investment Strategy

Investment Strategy

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.

Tax Planning

Tax Planning

We’ll help you identify opportunities to reduce tax liabilities and maximize tax breaks as you approach and enter retirement.

Advance Care Planning

Advance Care Planning

Long-term health care planning establishes direction for your family and doctors, as well as a financial plan so you are more prepared for health care expenses.

Legacy & Estate Planning

Legacy & Estate Planning

We collaborate with your estate planner to ensure your income, savings, tax and health care plans are in line with your wishes when it comes time to settle your estate.

Need more info? Attend an Event with Ryan Lundervold

No matter what stage of life you are in — just starting out, suddenly single, recently unemployed or approaching retirement — our seminars and events will connect you with information about retirement, tax planning, estate readiness and investment strategies.

Need more info? Attend an Event with Ryan Lundervold

No matter what stage of life you are in — just starting out, suddenly single, recently unemployed or approaching retirement — our seminars and events will connect you with information about retirement, tax planning, estate readiness and investment strategies.

Oct21
LUNCH & LEARN
11:30 am | Lundervold Financial
Oct21
WINE & WISDOM
4:30 pm | Lundervold Financial
Nov18
LUNCH & LEARN
11:30 am | Lundervold Financial
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Get to Know Lundervold Financial

“It’s not how much money you make, but how much money you keep.”

It is our mission at Lundervold Financial to help you discover and develop your own financial strategy so you can achieve financial independence. You don’t have to have a high net worth to have a financial plan to protect your assets and wealth.

Our physical location is in Oakdale, Minnesota, just 10 miles east of Saint Paul and 18 miles east of Minneapolis, but we serve retirees, pre-retirees, and families throughout the United States, Canada, and all over the world.