Lund Wealth Management has been helping successful families and business owners achieve their unique financial goals since 2006.
We provide coordination, integration and organization to all aspects of our client’s financial lives. Whether you’re planning to retire or already enjoying a fulfilling retirement, our goal is to deliver customized financial solutions and strategies that position your wealth to align with your specific goals.
Through our process clients gain the financial confidence needed to focus on those areas of life that are most important to them.
Our clients benefit from an experience through which financial understanding is achieved. This brings a desired level of comfort and confidence in decision making in both their financial and personal lives. We are able to provide such a unique service by ensuring we understand our client’s values and priorities and only then crafting a customized financial roadmap for them. We simplify and improve our clients’ lives by helping to enhance their financial well-being.
We are fee-based advisors, and as such every one of our recommendations is based on your needs — not the potential of a product commission. Our strategic partnership with Carson Partners, and Cetera Advisor Networks, LLC, the firm’s broker-dealer, strengthens our offerings with an innovative investment platform that helps us deliver best-in-class capabilities in the areas of technology, service, and practice management. When you choose our services, you gain a team of highly qualified professionals with vast wealth management experience.
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.