Reliable Resources

Our assets cover everything from tax strategies, health care and Medicare to income planning, inflation and market volatility to help you thrive now and in the future.

A Blueprint for Financial Clarity

An injury that cut Ryan Lundervold’s baseball career short helped him find three principles he applies every time he goes to bat for one of his clients — principles he outlines in his new book, “A Blueprint for Financial Clarity”:

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    Never underestimate the value of a second opinion

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    The importance of building trust

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    The importance of listening

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The Psychology of Retirement

Thousands of baby boomers will reach the age of 65 by the end of the day, and this trend isn’t about to stop any time soon. That’s why many in the financial world are referring to this period as the “Peak 65” era. Unfortunately, many boomers, despite amassing considerable wealth, worry that they will outlive their income.

Ryan Lundervold, president and CEO of Lundervold Financial, is an executive producer of “The Psychology of Retirement,” a movie featuring a wide range of industry experts who examine how having an income plan can help put such worries and fears to rest. Watch the movie today to gain insights from researchers, professors, economists, government officials and even a best-selling author.

Educational Guides

Are You Paying Too Much in Taxes in Retirement?

What to Do in a Down Market?

Your Retirement Income Planning Checklist

Will a Recession Rob Your Retirement?

Inflation and Your Retirement

What, When, Who, How? Social Security Decisions

5 Simple Steps To Choosing The Medicare Supplement Plan For You

Don’t Let Health Care Expenses Derail You