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1. CREATE & GROW WEALTH
Build and contribute to the retirement of your dreams. 2. PROTECT & PRESERVE LIFE SAVINGS Defend the money you've worked so hard to accumulate. 3. PLAN A TAX-EFFICIENT OR TAX-FREE RETIREMENT Mitigate or even eliminate taxes from your hard-earned retirement dollars. 4. PLAN FOR A LIFE LEGACY Continue to protect your money and family, even after you're gone. |
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Create & Grow Wealth
The vast majority of retirement savings plans are based on a single goal: to create and grow the wealth necessary to retire comfortably. Many Americans contribute consistently to their IRAs, 401(k)s, 403(b)s and other IRS-sponsored savings plans, with the intent on retiring when they've reached a pre-established sum of investments or a specific retirement age.
At Lund Financial Managment, we value your retirement goals and understand the importance of creating and maintaining a properly constructed retirement strategy. We believe in not only the growth and diversity of your accounts, but also the preservation and protection of your nest egg. We offer extensive analysis on all strategies, Social Security and other types of investments to confirm you’re on track to meet your financial goals. Contact us today so you can gain confidence knowing you’re on the right path to creating your ideal retirement.
At Lund Financial Managment, we value your retirement goals and understand the importance of creating and maintaining a properly constructed retirement strategy. We believe in not only the growth and diversity of your accounts, but also the preservation and protection of your nest egg. We offer extensive analysis on all strategies, Social Security and other types of investments to confirm you’re on track to meet your financial goals. Contact us today so you can gain confidence knowing you’re on the right path to creating your ideal retirement.
Protect & Preserve Life Savings
As you enter your 50s and early 60s and progress toward retirement, a different focus needs to be used in regard to your retirement assets. The creation and growth of wealth is an important phase of your investment life, but certainly not the only phase. You need to shift your focus toward the next phase: preservation.
At Lund FInancial Managment, we help can show you how to preserve your life’s retirement savings so your money is there when you and your family need it most. By avoiding large losses, while maintaining a steady rate of return, your overall nest egg will continue to grow safely and be in a far better capital position than a strategy that depends solely on a volatile market.
You've spent a lifetime building your nest egg for retirement. Now it’s time to preserve those assets. Contact us today and let us help show you how to preserve your nest egg and live the retirement you've been planning for.
At Lund FInancial Managment, we help can show you how to preserve your life’s retirement savings so your money is there when you and your family need it most. By avoiding large losses, while maintaining a steady rate of return, your overall nest egg will continue to grow safely and be in a far better capital position than a strategy that depends solely on a volatile market.
You've spent a lifetime building your nest egg for retirement. Now it’s time to preserve those assets. Contact us today and let us help show you how to preserve your nest egg and live the retirement you've been planning for.
Plan a Tax-Efficient or Tax-Free Retirement
Taxes are rising and most Americans believe taxes will continue to rise well into their retirement age. Set up correctly, a retirement strategy should include multiple sources of retirement income: your IRA, 401(k), Social Security, other investments, etc. At least one of your income sources should be tax-free. Unfortunately, only a small handful of investors have included a tax-free stream into their retirement income buckets.
By spreading your investments across both tax-deferred and tax-free accounts, you can minimize the risk of increased tax rates in your future. At Lund Financial Management, we call this strategy “tax diversification.” This concept is as equally important as investment diversification and will help ensure a successful retirement.
Lund Financial Management can show you how to save your money, tax-free, for retirement, protecting you against increasing tax rates. Contact us today for a complimentary assessment and let us show you how you can start saving and growing your retirement tax-free.
By spreading your investments across both tax-deferred and tax-free accounts, you can minimize the risk of increased tax rates in your future. At Lund Financial Management, we call this strategy “tax diversification.” This concept is as equally important as investment diversification and will help ensure a successful retirement.
Lund Financial Management can show you how to save your money, tax-free, for retirement, protecting you against increasing tax rates. Contact us today for a complimentary assessment and let us show you how you can start saving and growing your retirement tax-free.
Plan for a Life Legacy
Approximately 60 percent of all Americans who own retirement strategies will pass on with substantial assets still in their plan. But all too often, upon transfer to the intended heirs, the plan is destroyed by the heavy, immediate and unnecessary taxation, preventing a legacy from ever being created. Instead, a tax time bomb explodes and shatters what could have been a financial legacy to family and loved ones.
You've worked hard for this money, so we take legacy transfer seriously. Lund Financial Management prides itself on making you and your family the number-one priority through your entire financial life, protecting your nest egg from Uncle Sam through all stages of the game.
If you, like many, wish to see the remainder of your wealth transfer tax-mitigated or even tax-free to your heirs, Lund Financial Management can show you how to do so in a tax-advantageous way. You've worked hard for your nest egg and we believe it belongs to you and should stay that way. Contact us today so we can help show you how to leave a legacy for your family and not an IOU to the IRS.
You've worked hard for this money, so we take legacy transfer seriously. Lund Financial Management prides itself on making you and your family the number-one priority through your entire financial life, protecting your nest egg from Uncle Sam through all stages of the game.
If you, like many, wish to see the remainder of your wealth transfer tax-mitigated or even tax-free to your heirs, Lund Financial Management can show you how to do so in a tax-advantageous way. You've worked hard for your nest egg and we believe it belongs to you and should stay that way. Contact us today so we can help show you how to leave a legacy for your family and not an IOU to the IRS.
