We Help You Retire Without The Stress
How do you know if you’ll have enough to retire?
What about when you’ll be able to retire?
How do I pay for health insurance during retirement?
When should I start Social Security?
How can I make sure my retirement income lasts as long as I do?
Is your estate plan set up to ensure you leave a legacy for your family?
If that sounds familiar, you’re not alone.
We believe you shouldn’t have to put the pieces of your financial puzzle together alone.
If you’ve worked your whole life to get to retirement, it’s time to finally take all that weight off your shoulders.
That way, you can stop stressing about your finances — and start imagining how you’ll spend your time and enjoy life.
If that’s what you want, then you’re in the right place.
Larry Valtinson started Valtinson Financial in 1984. And for years, he ran it completely on his own.
He relied on referrals to bring in new business… and it worked.
When Larry’s clients found themselves talking to a friend or family member who had a financial question, they would say the magic words:
“You need to go talk to Larry.”
When the friend or family member walked into his office, Larry would invite them to sit down.
Then he would flip to a blank page in his trusty yellow sketchpad, draw out a few simple diagrams that answered whatever question they had…
And then, time after time, they would become a client.
Once they came on board, Larry’s clients rarely left. And they often referred other friends and family members to him too.
Unsurprisingly, Larry went through countless sketchpads over the years.
Schedule a meeting and see how we can help you retire with confidence.
Eventually, he realized that if he wanted to continue providing the same personalized, honest service his clients had come to expect…
He would need to bring on more team members.
At the time, Rob Bruner (CFP®, ChFC, RICP®) was working as an internal investment and financial planning specialist for a large national firm.
He was building his financial planning business and wanted to open his own office or partner with another planner.
After Larry and Rob realized their values aligned, they teamed up in 2013 to form Valtinson Bruner Financial Planning.
In 2017, Larry and Rob decided to bring Erik Young (AAMS®) into the business.
At the time, Erik was operating a successful insurance brokerage and supporting financial advisors with their compliance. But he had aspirations to work with clients directly.
His background and long working relationship with Larry and Rob made him the perfect fit to support the business’s growth.
As the business continued to grow, Rob, Larry, and Erik realized they needed even more team members, so they could give their clients the best service possible.
And in 2019, they brought on Brandon Valtinson, who had previously worked for a large national bank.
These days, Larry is less involved in the day-to-day operations of the business. But the VBFP team works hard every day to maintain the high level of service he pioneered.
That way, every Valtinson Bruner client can focus on enjoying their hard-earned money — not worrying about it.