Casey Financial Services, LLC

Casey Financial Services, LLC I am a dedicated advisor with a passion for helping clients truly thrive in retirement. (Osaic) member FINRA/SIPC.

Since 2006, I have has been guiding individuals toward financial security, leveraging my expertise in advising, financial planning, and strategic wealth management. Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic. "This communication is s

trictly intended for individuals residing in the state(s)of AZ, CA, CO, FL, GA, IL, MN, MO, ND, NE, NJ, NV, VA, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced."

06/23/2026
Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

05/27/2026

Thinking about a Roth Conversion?

In this video, we break down what it is, how it works, and why it may be worth considering as part of your retirement strategy. Reach out to us if you’d like to connect or discuss your situation further.

You’re getting ready for the trip of a lifetime – your retirement. Now’s the best time to make sure you’ve packed the es...
05/21/2026

You’re getting ready for the trip of a lifetime – your retirement. Now’s the best time to make sure you’ve packed the essentials before embarking. As your tour guide to retirement, I’m here to help ensure you’re prepared.

Throughout the journey to retirement readiness, there are a variety of signposts and roadside attractions to look out fo...
05/18/2026

Throughout the journey to retirement readiness, there are a variety of signposts and roadside attractions to look out for on your adventure. Life insurance, annuities, longevity planning, and disability insurance are often overlooked when preparing for retirement. Contact me and we can help you plan for your biggest adventure yet.

Planning is an essential part of your retirement journey. Take a look at this helpful resource that shows what you can e...
05/14/2026

Planning is an essential part of your retirement journey. Take a look at this helpful resource that shows what you can expect. The resource explores the three phases of your clients’ journey – growth, protection, and spending. Reach out to me for more information.https://image.engage.highland.com/lib/fe3311727364047c761176/m/1/e36bb629-2966-4e7f-a35e-040e96e684fd.pdf

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Bloomington, MN

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+19523346482

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