Schedule a Time to Meet with
Meet With a Financial Advisor
Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
What to Expect When You Meet With a Financial Advisor
Our first meeting is a chance for us to get to know each other. We expect you to ask us a lot of questions; after all, you’re entrusting us to help you plan for your financial future. Don’t be afraid to share information about your financial history, your assets, and accumulated debt. We will never share your information with anyone without your explicit permission.
Here are some things we will want to know about you:
What age do you and your spouse (if applicable) want to retire?
Do you own your house and do you want to own your house in retirement?
Do you want to be debt-free, or are you OK with carrying a little debt?
Do you anticipate major expenses? (Such as college for your children or grandchildren?)
What does your ideal retirement life look like?
Who will be your beneficiaries?
Schedule a meeting with Lundervold Financial
Complete the form, and someone from our office will be in touch within the next business day. If you don’t hear from us, make sure you gave us the right phone number or email address (check your email junk folder if you don’t see a confirmation from us). You can call us at 651.209.1906.