Learn More About Lundervold Financial and Our Clients
Retirees and pre-retirees
Pre-retirees with self-directed 401k and IRA plans
Suddenly single (widowed, divorced)
*Lundervold Financial does not provide estate planning, but can work along side our clients’ estate planning attorney. 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.
Meet with Lundervold Financial
For more information about our clients and who we help, contact us or browse our upcoming events for new and existing clients.