Rasmussen Advisors

Empowering Financial Wellbeing for Life

At Rasmussen Advisors, we believe that financial planning is about more than just numbers. It's about understanding your aspirations, anxieties, and dreams to create a plan that aligns your financial goals with your unique life goals. We are a team of passionate and experienced financial professionals dedicated to guiding clients through every step of the process, from initial assessment to ongoing implementation and review.

Putting People Before Profits

We operate on the core principles of transparency, trust, and personalized client service. Unlike many traditional financial institutions that prioritize profitability over client needs, we believe in a collaborative approach where your needs are paramount. Our fees are clearly outlined and competitive, and we always operate with your best interests in mind.

Tailored Solutions for Every Individual

We understand that your financial situation and goals are unique. That's why we take the time to understand your individual circumstances and aspirations in order to develop a personalized financial plan. Our services include:

Retirement Planning

• Comprehensive analysis of your retirement plans and goals.
• Development of customized plans to maximize contributions, investments, and withdrawals.
• Guidance on achieving optimal returns and minimizing taxes.

401(k) Plan Management

• Comprehensive review and optimization of your 401(k) plan.
• Assistance with fiduciary responsibilities and investment selection.
• Reduction of fees and maximization of employer contributions.

Endowments & Foundations

• Development and management of charitable endowment funds.
• Strategic planning and investment guidance for foundations.
• Expertise in navigating complex tax regulations and compliance requirements.

Beyond the Numbers

We believe in empowering our clients with financial knowledge and confidence. Through educational resources, webinars, and podcasts, we provide ongoing support to help you make informed financial decisions. We are also committed to sustainability and work collaboratively with non-profit organizations to make a positive impact on the world.

Join Us on Your Journey to Financial Wellbeing

Whether you're planning for retirement, navigating your 401(k) plan, or creating a lasting legacy through philanthropy, Rasmussen Advisors is here to guide you every step of the way. Contact us today to schedule a complimentary consultation and learn how we can help you achieve financial harmony and pursue your dreams.