Lund Financial Management

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Lund Financial Management At Lund Financial Management, we specialize in preserving, protecting and defending our clients largest assets, their retirement nest eggs.

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:
IR

As (Traditional & Roth)
401k Plans
403b (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

14/07/2024
14/07/2024

It is ridiculous to believe the FBI may be trusted to investigate todays events.

13/07/2024

Shades of Huey Long.

The status quo hates disruption and will kill disruptors if it can.

Don’t s***k this monkey!
13/07/2024

Don’t s***k this monkey!

If you haven’t started budgeting and managing your money yet don’t worry - it’s never too late. Our infographic shares 1...
14/11/2021

If you haven’t started budgeting and managing your money yet don’t worry - it’s never too late. Our infographic shares 10 simple tips to help you get a handle on your finances.

This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for th

There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it'...
09/11/2021

There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it's important to consider your options for both you and your partner.

For many Americans, Social Security is the bedrock of their entire retirement income plan. But when it comes to claiming Social Security benefits as a

Knowing how to navigate getting life insurance when you have a pre-existing medical condition can be complicated and con...
08/11/2021

Knowing how to navigate getting life insurance when you have a pre-existing medical condition can be complicated and confusing. Check out the facts before automatically assuming you'll only recieve low-quality or expensive coverage.

There are a lot of misconceptions when it comes to how a pre-existing medical condition will affect a life insurance premium. Some people may hear adv

Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tip...
06/11/2021

Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.

The number of snowbirds migrating to warmer temperatures for the winter continues to grow. Whether you purchase a second home, or decide to rent one f

Address

43470 RIdge Park Drive Ste. 200-R

92590

Opening Hours

Monday 06:30 - 20:30
Tuesday 06:30 - 20:30
Wednesday 06:30 - 20:30
Thursday 06:30 - 20:30
Friday 06:30 - 20:30
Saturday 06:30 - 20:30

Telephone

+16192007141

Website

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