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Financial planning

Creating a financial strategy for your future

Developing a financial plan is one of many services available from financial advisors, who are focused on listening to your goals and helping you achieve them.

A well-rounded financial plan examines your total financial picture and helps you take a comprehensive approach to organizing your finances.

Financial planning is an investment advisory service offered through Securian Financial Services, Inc., a registered investment advisor.

How it works

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Our fee-based financial planning process is a thorough yet understandable way for you to take the first step toward reaching your financial goals.     

Learn about our approach

What’s involved

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A financial plan includes all aspects of your finances and addresses financial matters in all stages of your life – the past, present and future.     

What to expect

Take the next step

Identifying your financial objectives and documenting your strategy to meet them can be a daunting task. Fortunately, you don’t have to go it alone.

Learn more about the value of working with a financial professional or find a financial professional near you.

Start planning your financial future

Talk to a financial professional about creating your financial plan.

Find a financial professional

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Determine how much you should be saving for your retirement years.

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Financial advisors do not provide tax or legal advice. You should consult your tax advisor regarding your own situation.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and the client is under no obligation to follow them.

DOFU 3-2022
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