Lund Financial Management was founded with the goal of assisting our clients in every aspect of their financial lives. We believe we have provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
We pride ourselves on providing retirement strategies to Temecula, CA and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Between Retirement Planning, Long Term Care, Estate Planning, and Insurance Services, we're prepared to help you on your financial journey.We'll work with you to craft a financial strategy based on your goals.
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and seeks to help maintain family harmony after you’re gone.
Disclosure: Our firm does not provide legal advice, and you should consult an attorney for such advice.
Retirement income shouldn't be a guessing game. At Lund Financial Management, we help you turn your savings into a steady, tax-efficient income stream through all three phases: accumulation, distribution, and preservation. Let's make your retirement strategy smarter and more efficient.
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. Customizing your retirement plan may help you take advantage of available tax credits and deductions.
We help provide you with strategies to potentially increase the efficiency of your business for as long as you own it, and for once you’ve decided to move on.
Step One explains my role as a financial services professional and introduces The New Generation Retirement system.
Step Two encompasses detailed questions about your financial well-being. This begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback to approach your specific situation.
Step Three considers specific recommendations to help you meet your desired goals.
Step Four uses the agreed-upon strategy to discuss recommendations and determine if creating new accounts or purchasing new financial products is necessary.
Step Five addresses your long-term success and incorporates adjustments as you deal with potential life changes or desired modifications. Helping you thrive in a new generation of retirement goes beyond any initial recommendation and is based on our ongoing commitment to your retirement goals and objectives.
Knowing your Financial Profile can help you decide the next steps on your wealth journey. Don’t know where to begin? Start by understanding where your current plan is strong, where there may be gaps, and where there’s opportunity for improvement.
Helping people like you discover true financial independence has been our passion for over many years. We’ve built lasting relationships based on trust, transparency, and a genuine commitment to your success.
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. This short, interactive analysis is one of the first steps on the road to retirement.
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, managed a Lipper Award-winning mutual fund, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
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