Minimize Taxes. Maximize Retirement Income. Retire With Confidence.
A Guiding Hand Towards Financial Clarity and Retirement Confidence
Since 1984, Valtinson Bruner Financial Planning, LLC has been guiding individuals and families towards confident retirement and financial security. We are a team of experienced professionals dedicated to helping you achieve your financial goals and navigate the complexities of your financial life. More than just numbers, we take a personalized approach to financial planning, focusing on understanding your individual needs, aspirations, and anxieties.
Cash Flow & Retirement Planning
- Develop personalized plans to maximize your retirement savings and income.
- Minimize taxes and ensure a sustainable stream of income during retirement.
- Optimize your cash flow management to achieve financial stability.
Investment Planning
- Customized portfolio construction based on your individual risk tolerance and goals.
- Regular review and rebalancing to ensure your portfolio remains aligned with your evolving needs.
Income Tax Planning
- Strategies to reduce your taxable income and maximize your returns.
- Personalized tax planning to minimize your tax burden and keep more of your hard-earned money.
Insurance & Risk Management
- Comprehensive assessment of your insurance needs to protect your financial future.
- Guidance on selecting appropriate coverage to mitigate potential risks.
Estate Planning & Legacy Management
- Creating a robust estate plan that aligns with your values and goals.
- Ensuring your assets are protected and distributed according to your wishes.
Business & Valuation Planning
- Specialized guidance for business owners on planning for retirement, succession, and valuation.
Our Client-Focused Approach
At Valtinson Bruner, we believe in open communication, transparency, and personalized attention. We take the time to:
- Understand your unique financial goals and concerns.
- Explain complex financial concepts in clear, understandable language.
- Provide regular progress updates and maintain open communication.
Retirement Made Easy
Retirement planning shouldn't be overwhelming. We are committed to making the process seamless and straightforward. We can help you:
- Estimate your retirement needs and potential income sources.
- Develop a personalized plan to reach your retirement goals.
- Navigate healthcare costs during retirement.
- Understand and maximize Social Security benefits.
- Ensure your retirement income lasts as long as you do.
Overall Experience
The reviewers consistently praise Valtinson Tax Services and Valtinson Bruner Financial Planning, expressing satisfaction with their services. They highlight the expertise, responsiveness, and personalized attention they received from the team, which includes Larry, Brandon, Justen, and others.
Communication
The reviewers appreciate the transparent communication from the Valtinson team, noting that they take the time to explain complex financial concepts and account for their clients' questions. They also commend the team for their prompt responses to emails and other inquiries.
Services
Reviewers praise the comprehensive range of services offered by Valtinson Tax Services and Valtinson Bruner Financial Planning, including financial planning, tax preparation, and investment management. They emphasize the team's expertise in managing complex financial situations, including estate planning and tax strategies.
Long-term Relationships
The reviewers emphasize the importance of building long-term relationships with the Valtinson team. They appreciate the personalized attention and guidance they receive, which helps them make informed decisions about their financial futures.
