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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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Where Do you Want Your Financial Roadmap to Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Erstad Financial, we strive to create a personalized financial roadmap helps guide you toward your desired destination. We seek to streamline complex financial terms and investment options, offer individualized advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust.

Client Centered

At Erstad Financial, our first responsibility is to you, our client. To enable us to serve you to the fullest, it is important to invest as much time as is necessary to know and understand what you are working toward. By doing so, it helps us work toward your financial goals together.

We are supported by our broker/dealer, Concorde Investment Services, LLC, member FINRA/SIPC, to help you receive current and comprehensive guidance. We also welcome and encourage the opportunity to work with your attorney, tax advisor and other trusted advisors to provide you with the most comprehensive strategies.