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Our mission at Seglund Financial Group is Wealth Management and Preservation and to provide financial confidence while generating the income that is required to have a comfortable retirement. Our philosophy is to retire on your terms in order to live your dreams and provide a legacy for your life’s work. We are an income and dividend specialist searching for high yielding opportunities while seeking to keep volatility to a minimum. We provide complete Financial Planning advice including the main issues families face when contemplating retirement.

  • What is the amount I need to have an enjoyable and comfortable retirement?
  • How much you can afford to spend?
  • When is the appropriate time to not worry about working to provide family income?
  • What is the appropriate distribution rate and how to manage those distributions?
  • As an independent retirement planner, we can provide the right tools at a reasonable cost to help ensure your family has adequate asset protection and investment planning while striving to reduce taxes.

Business Planning

We provide business planning services and ideas to help with:

  • Asset Protection
  • Succession Planning
  • Executive Bonus Programs
  • Retirement Plans
  • Key personnel Insurance and deferred compensation plans

Education Planning

  • College Savings Plan analysis

Paul Seglund

Wealth Manager CRPC

(541) 647-8157

(541) 318-9179

I strive to help families and companies attain Financial Independence. Caring about the cornerstone of wealth management and preserving capital while maximizing your returns and reducing your tax bite while minimizing risks is my goal....

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