A Blueprint for Financial Clarity™
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.
Our signature five-step Blueprint for Financial Clarity™ helps provide a foundation for you and major life events like sending your children to college, planning for retirement income, and paying for long-term medical care. You will have access to Lundervold Financial’s team of licensed professionals, who are well-versed in a variety of financial topics, including legacy planning, trusts, probate, charitable giving and tax strategies.
Learn More About Lundervold Financial’s Blueprint for Financial Clarity™
*Lundervold Financial does not provide tax or estate planning, but we are part of our clients’ estate planning team. If you are looking for an estate planner, we can refer you to professionals who provide the following services: trusts, probate, charitable giving, estate planning, and tax planning.