Check the background of this financial professional on FINRA's BrokerCheck.

Investment Planning and Management

We offer investment management and advice. We build our investment portfolios to meet the specific needs of our clients. We will only take the amount of risk necessary to meet your goals. We use momentum and trend analysis to determine which asset classes to own and when to take a more cautious approach in your portfolio.

Retirement Planning

Our clients want to live a comfortable lifestyle during retirement. They’ve work hard their whole lives and want to retire on their terms. We help them accomplish this goal.

Our comprehensive approach to retirement planning covers investment planning, health insurance options, long-term care planning, and tax planning. All of these areas are important factors in your retirement success. 

We review all aspects of your retirement plan to help you enjoy retirement without the worry of running out of money.

 

 

Insurance Coordination and Analysis
We coordinate all our clients` insurance: Health Insurance and Medicare Supplement, Life, Disability Income, and Nursing Home Insurance. We help them select the most appropriate insurance for their needs.
Estate Planning
Estate planning is another crucially important aspect of financial planning. Having a plan in place can help you avoid needless expenses, confusion, delay and frustration and ensures that your wishes will be followed. In addition to aiding in the transfer of your property to your heirs and reducing taxes, timely estate planning can offer benefits during your lifetime.

The three main goals of estate planning are to:
  • Control and direct assets according to your wishes
  • Reduce taxes paid by you and your heirs
  • Minimize expenses, delays and legal problems
We help our clients in all of the complicated aspects of estate planning and work with our clients` attorneys to coordinate their plans.
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  Go to Blog  


 
 
 

388 Cleveland Ave. SW | New Brighton, MN 55112 | P: (651) 628-9832 | F: (651) 633-6566
Larry@ValtinsonFinancial.com | Rob@ValtinsonFinancial.com | David@ValtinsonFinancial.com


Securities and investment advisory services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. P.O. Box 64284, St. Paul, MN, 55164 Phone 800-800-2638. Valtinson Financial Services and Woodbury Financial Services, Inc. are unaffiliated entities.

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

This website contains content and links to third-party resources. Woodbury Financial Services, Inc. or its affiliates do not endorse or accept responsibility of third-party content. This content has not been reviewed by Woodbury Financial Services, Inc., or its affiliates for completeness or accuracy.

Valtinson-Bruner Financial Services is a marketing name for securities and investment advisory services offered through Woodbury Financial Services, Inc. Member FINRA/SIPC. Insurance services offered through Valtinson Financial Group, LLC and Valtinson-Dahl Insurance Agency, LLC. Tax and accounting services offered through Valtinson Tax Services, LLC. Woodbury Financial Services, Inc. does not provide tax or legal advice. All listed entities are unaffiliated.

This communication is strictly intended for individuals residing in the state(s) of MN. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.