Wealth-Accumulation Approaches
Wealth-Accumulation Approaches
Wealth-Accumulation Approaches
Helping you mange your wealth every step of the way.
Helping you manage your wealth every step of the way.
We can help you develop a comprehensive wealth-accumulation and management plan using innovative financial alternatives. We take the time needed to ask the right questions to counsel and advise you on how to imagine your financial future and from there, create a unique plan just for you.
With automated investing advice and a never-ending stream of financial information available, who needs help managing their wealth? You do if you value decades of experience from advisers who bring a personalized approach and have a history of building—and nurturing—long-term relationships with their clients. Haugen Insurance & Financial Solutions works daily to align client portfolios with their risk tolerances to ensure they are comfortable with their wealth-management choices.
Haugen Insurance & Financial Solutions can help you with:
We can help you develop a comprehensive wealth-accumulation and management plan using innovative financial alternatives. We take the time needed to ask the right questions to counsel and advise you on how to imagine your financial future and from there, create a unique plan just for you.
With automated investing advice and a never-ending stream of financial information available, who needs help managing their wealth? You do if you value decades of experience from advisers who bring a personalized approach and have a history of building—and nurturing—long-term relationships with their clients. Haugen Insurance & Financial Solutions works daily to align client portfolios with their risk tolerances to ensure they are comfortable with their wealth-management choices.
Haugen Insurance & Financial Solutions can help you with:
Retirement income planning
Education planning
Protection planning
Comprehensive financial planning or single-issue planning
Retirement income planning
Education planning
Protection planning
Comprehensive financial planning or single-issue planning
Defined Benefit Pension and Social Security maximization strategies
Estate and
legacy planning
Business succession and protection planning
Workplace benefits including retirement plans and small-group benefits.
Defined Benefit Pension and Social Security maximization strategies
Estate and
legacy planning
Business succession and protection planning
Workplace benefits including retirement plans and small-group benefits.
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Contact Us to Learn More
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14093 Commerce Ave NE, Suite 300 Prior Lake, MN 55372
14093 Commerce Ave NE, Suite 400 Prior Lake, MN 55372
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Registered Representatives of and securities offered through Securities Management & Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Haugen Agency, Ltd., SM&R, and BFC Planning, Inc. are independent entities. There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision. Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20535 - 2020/10/29
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Registered Representatives of and securities offered through Securities Management & Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Haugen Agency, Ltd., SM&R, and BFC Planning, Inc. are independent entities. There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision. Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20535 - 2020/10/29
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.