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.
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
- College Savings Plan analysis