Family & Friends of Lundervold Program

Welcome to Our

Family & Friends of Lundervold

A simple way to share the financial confidence you've gained with the people you love

Want your loved ones to experience the kind of financial confidence you've found from working with us on a well-thought-out financial strategy?

Well, now you can.

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We cherish the relationships we've made with you and your loved ones over the years. We are all about family here at Lundervold Financial and we want to officially welcome you to ours. Year after year, our business continues to grow and it's because of the wonderful introductions people like you have sent our way.

WHO DO I REFER?

(HINT, SOMEONE JUST LIKE YOU!)

Retiree

A retiree or someone planning to retire soon.

Life Event

Experiencing a life event (recently came into inheritance, loss of spouse, marriage, change of jobs, etc.)

Second Opinion

Someone wanting a second opinion.

HOW DO I REFER?

IT’S EASIER THAN YOU THINK!

1. Events

The most fun way to introduce someone to Lundervold Financial is to invite them to one of our educational or fun events. We host monthly events at our office and other events around town.

2. Introduce Us

Encourage family or friends to reach out to us by phone, (651) 209.1906, or by filling out our online referral form below.

We think of you as part of our family and would love to welcome those you care about to join our financial family.

It's simple!

Invite a friend or couple to schedule a complimentary strategy session with us.

It’s that simple! We aren’t asking for a guarantee or for you to “sell” our services. We are simply asking for an introduction.

Welcome Family & Friends!

Thank you for taking the first step to a confident retirement! We look forward to meeting with you and discussing how Lundervold Financial can support you in your retirement journey. Simply fill out the form below and we will take it from there:

Investing involves risk, including the potential loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Neither the firm nor its agents or representatives may give legal advice.