Falstad & Associates

Since 1988, Falstad & Associates Financial Services has been dedicated to helping our clients reach their financial goals. We believe in making your dreams a reality through a financial plan that is tailored to your unique situation. Our firm is built on a foundation of honesty, integrity, and trust, and we strive to provide personalized advice that will move you closer to achieving your goals.

We are proud to serve individuals, families, and small businesses in the areas of retirement planning, business retirement planning, estate planning and transfer of wealth, asset protection, education savings, and Social Security planning. Our team of experienced financial professionals is committed to building meaningful relationships with our clients and providing the highest possible service.

At Falstad & Associates Financial Services, we are passionate about helping our clients find financial peace of mind. We work closely with you to develop a strategy that aligns with your values and meets your life goals. Our firm is based on our relationship with our clients, and we are here to support you at every juncture in life.

Our Services

*Retirement Planning*: We specialize in helping our clients prepare for a secure and fulfilling retirement. Our retirement planning services include analyzing your current retirement savings, developing a customized retirement plan, and providing ongoing advice and support to help you stay on track.

*Business Retirement Planning*: We work with small business owners to design and implement retirement plans that benefit both the business and its employees. Our business retirement planning services include 401(k) plans, SEP IRAs, and SIMPLE IRAs.

*Estate Planning and Transfer of Wealth*: We help our clients protect their wealth and ensure that it is transferred to their loved ones in accordance with their wishes. Our estate planning services include wills, trusts, and powers of attorney.

*Asset Protection*: We work with our clients to develop strategies that protect their assets from potential risks, such as lawsuits and long-term care expenses.

*Education Savings*: We help parents and grandparents save for their children's and grandchildren's education expenses through 529 plans and other education savings vehicles.

*Social Security Planning*: We provide advice and guidance on when and how to claim Social Security benefits to maximize your lifetime income.

*Investment Services*: We offer a range of investment services to help our clients grow and protect their wealth. Our investment services include asset allocation, portfolio management, and securities trading.

*Insurance Services*: We provide insurance services to help our clients protect their assets and their loved ones. Our insurance services include life insurance, disability insurance, and long-term care insurance.

At Falstad & Associates Financial Services, we are committed to providing the highest level of service to our clients. We work together as a team to ensure that you receive personalized advice and support that is tailored to your unique situation. Whether you are just starting out on your financial journey or are nearing retirement, we are here to help you achieve your financial goals.