RESOURCES

Staying informed is a little bit easier with these tools.

Staying informed is a little bit easier with these tools.

Staying informed is a little bit easier with these tools.

We’re stronger together. Use our resources to start.

Get started. Take these resources and begin to make a plan based on your current situation and goals. These calculators help you plan and estimate your retirement income. As always, reach out to us if you have any concerns or questions—we’re here for you every step of the way and want to be a resource for you.

We’re ready to take your goals and help you make a plan for attaining them.

We’re stronger together. Use our resources to start.

Get started. Take these resources and begin to make a plan based on your current situation and goals. These calculators help you plan and estimate your retirement income. As always, reach out to us if you have any concerns or questions—we’re here for you every step of the way and want to be a resource for you.

We’re ready to take your goals and help you make a plan for attaining them.

Calculators

Life Insurance

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Retirement Income

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Sequence of Returns

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401(k) Planning

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Calculators

Life Insurance

Photo By: John Doe

Retirement Income

Photo By: John Doe

Sequence of Returns

Photo By: John Doe

401(k) Planning

Photo by: John Doe

Calculators

Life Insurance

Photo By: John Doe

Retirement Income

Photo By: John Doe

Sequence of Returns

Photo By: John Doe

401(k) Planning

Photo by: John Doe

Get “10 Steps to a Successful Retirement” compliments of Haugen Insurance & Financial Solutions!

Download your complimentary guide!

Get “10 Steps to a Successful Retirement” compliments of Haugen Insurance & Financial Solutions!

Download your complimentary guide!

Get “10 Steps to a Successful Retirement” compliments of Haugen Insurance & Financial Solutions!

Download your complimentary guide!

14093 Commerce Ave NE, Suite 300
Prior Lake, MN 55372

GET IN TOUCH

Phone: 952.440.8200

Fax: 952.440.8202

haugen.agency@smrone.com

Kyle Haugen

Jack Haugen

14093 Commerce Ave NE, Suite 400
Prior Lake, MN 55372

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GET IN TOUCH

Phone: 952.440.8200

Fax: 952.440.8202

gotyourback@haugensolutions.com

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.

Privacy Policy and Disclosures

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.

Privacy Policy and Disclosures

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