Plan. Enjoy Life. Retire Confident!
At Lundervold Financial, we believe that everyone deserves to retire with confidence. We understand that planning for your financial future can be a daunting task, but with our expert guidance, you can make the most of your money and achieve your financial goals.
Holistic Financial Planning
Our holistic approach to financial planning is tailored to your unique needs and priorities. We take the time to listen to your concerns and understand your financial goals, combining your values, risk tolerance, and experience with managing your money. This personalized approach ensures that you're in control of your financial decisions and can make informed choices about your financial future.
Services
We offer a wide range of financial services designed to help you achieve your financial goals. Our services include:
- Financial Planning: tailored to your individual needs and priorities
- Investment Advisory: customized investment strategies to help you grow your wealth
- Rollovers and Transfers: seamless transitions for your retirement accounts
- Individual Retirement Accounts (IRAs) and Roth IRAs: tax-advantaged savings options
- Major Life Events: expert guidance for significant life changes
- Annuities and Lifetime Income Strategies: guaranteed income streams for your golden years
- Social Security Planning: maximizing your benefits and optimizing your retirement income
- Advanced Health and Long-term Care: planning for long-term care and insurance options
- Estate and Wealth Transfer Planning: preserving your legacy and protecting your family's future
- Tax Optimization: minimizing your tax liability and maximizing your returns
- Market Volatility Management: expert guidance during market fluctuations
- Health Care Preparation: navigating Medicare and beyond
- Long-term Care Options and Insurance: ensuring you're prepared for the unexpected
Meet the Lundervold Financial Team
Our team is dedicated to providing exceptional service and expert guidance. We believe that building strong relationships with our clients is key to achieving their financial goals. Our team members are qualified professionals with extensive experience in the financial industry. We are committed to staying up-to-date on the latest financial trends and strategies to ensure that our clients receive the best possible advice.
Events and Community Involvement
We believe in giving back to our community and providing valuable education to our clients. Our events and courses are designed to educate and entertain, with topics ranging from retirement planning to estate planning to tax optimization. We also partner with other financial professionals and organizations to bring you the most comprehensive and unbiased financial information.
Overall Satisfaction
The reviews are overwhelmingly positive, with one reviewer, Rita Wind, giving a 5-star rating. The reviewer praises the team at the company, mentioning their knowledge, personability, and attentiveness.
Service Quality
The reviewer specifically highlights the team's high level of service, stating that Ryan, Matt, and Barbara are a joy to work with. This suggests that the company prioritizes building strong relationships with its clients and ensuring they receive exceptional service.
Local Presence
Rita notes that the company is local and well-established, which is a major plus for her. This underscores the importance of community roots and stability for customers seeking to build trust with a business.
Conclusion
The reviewer's glowing review suggests that the company is committed to delivering top-notch service, with a team that is knowledgeable, friendly, and attentive. The company's local presence and reputation also factor heavily in the reviewer's positive assessment.
