Financial Services

One stop. Many options.

A Blueprint for Financial Clarity

At Lundervold Financial we have a process that covers key areas of concern. We are aware some people might have questions about planning but might not know where to start. Therefore, we have created a process questionnaire to help formulate those questions.


Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

That’s where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

1Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”

2The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.”

At Lundervold Financial, we can offer you the following products and services:

(Click the images below to learn more about each service)

We can also refer you to professionals who provide
the following services:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning


Access Your Retirement Kit

Enter your info below to request this kit, which includes three separate guides that address retirement topics.

kit-sm