Secure your future and take your financial planning to the next level with a fee-based financial plan from Securian Financial (valued up to $5,000).
We will establish your goals and objectives then review your current financial condition to provide analysis and recommendations to achieve those goals over time.
- Based on your needs, we will look at net worth, cash flow, retirement needs, asset allocation and accumulation, potential life and disability insurance needs, education, and basic tax planning.
- Reports and analyses will be offered in writing.
- 2-3 meetings, depending on complexity, to be held in person or via video conference.
Winner must contact us directly to book an appointment and analysis must be completed by June 3rd, 2023.