Independent women are strong, proactive, and confident. Yet, they often encounter distinct financial hurdles compared to those who depend on others. We understand the specific challenges that come with being an independent woman and have designed our financial services to meet those needs effectively.
Our wealth-building strategies for pre-retirees are designed to transform your retirement aspirations into achievable goals. Gaining confidence in your retirement plans is essential, and you deserve a clear perspective. We’re here to help safeguard your hard-earned savings and explore the best options for securing a lifetime income.
Retirement should feel like freedom — not a spreadsheet you worry about every morning. We help retirees and pre-retirees create a clear income strategy, protect what they’ve built, and stay prepared for the real-life “what ifs” that can show up along the way.
We know that keeping track of your finances and staying updated on market trends can be challenging. As your committed financial partner, we’re here to provide support and help you feel assured about what lies ahead.
As your dedicated financial team, our goal is to nurture a legacy that will benefit your future generations and instill the importance of responsible stewardship in your heirs. We regard your loved ones as an integral part of our cherished relationship with you.
You deserve a personalized planning approach that’s specifically designed for professionals like you. At Lund Financial Management, our financial business coaches are here to help you create, execute, and oversee your comprehensive financial strategy, guiding you toward greater financial clarity.
You deserve a personalized planning approach designed for this season of life. At Lund Financial Management, our team helps you create, execute, and oversee a comprehensive financial strategy — so you may move forward with greater clarity and confidence in retirement.
Here at Lund Financial Management, we are prepared to handle the sudden changes life can throw at you, and will guide you along the way to ensure peace of mind during times of flux. These changes may come with heightened emotions or uncertainty.
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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