WE KNOW IRAS

For three decades, Jason Lund and Lund Financial Management advisors have repeatedly demonstrated an impressive degree of knowledge and versatility.

BUILDING YOU A PERSONAL STRATEGY

We believe each client is unique, which is why our independent approach takes into account your particular goals and objectives, allowing us to customize each area of your financial picture. After your strategy is developed, we maintain flexibility by continuing to monitor your progress and adjusting your personalized plan as needed.

OUR KEY SERVICES & METHODS

  • IRAs (traditional & Roth).
  • 401(k) plans.
  • 403(b) (groups & individuals).
  • Defined benefit plans.
  • Tax planning.
  • Rollovers.
  • Alternative & hybrid investments.
  • Life insurance.
  • Annuities.
  • Living trust & will coordination. 

COMPLIMENTARY CUSTOMIZED BENEFITS

  • A no-obligation discussion about your financial goals.
  • Retirement planning road map.
  • Social Security analysis.
  • Pension maximization.
  • Beneficiary review.
  • Custodial review.
  • Tax planning.
  • RMD calculations.