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.
Financial Services from Lundervold Financial
Advanced Care Planning
Estate Strategy & Legacy Planning
Holistic Financial Planning
Investment Strategy & Asset Management
Retirement Income Planning
Tax Planning Strategies
Learn More About Lundervold Financial’s Blueprint for Financial Clarity™
When do you want to retire? What do you want your retirement to look like? What sources of income will you have? What expenses will you have? Will you have debt?
Where is your money invested now? What is your tolerance for risk? How hands-on do you want to be with investment management? How liquid will your investments be?
Are there tax breaks and deductions that you can take advantage of as you age and approach retirement? Once you retire, are there tax benefits you need to know about?
What insurance policies do you have in place for long-term medical care, and are there others that you might consider? Do you have an advance care plan?
Do you have an estate plan*? Do you need us to introduce you to an estate planner and work with them to help you maximize your income during retirement and for your beneficiaries?
*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.