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Craig Lundquist, MBA, ChFC®, CRPC®
VP of Wealth Management
651-773-2757
Kristin Becker
Senior Administrative Assistant
651-773-2821
Ideal Wealth Advisors
Located at Ideal Credit Union
8499 Tamarack Road
Woodbury, MN 55125
CRPC conferred by College for Financial Planning
If you are interested in choosing among potential charitable endeavors, a value statement can guide you and your loved ones.
First, sit down with your family and determine what’s important to all of you. Buy-in is crucial, especially if you’re trying to pass on your values along with your wealth to future generations.
For example, you and your spouse may want to benefit arts organizations going forward, while your children want to aid social organizations. Write one sentence to start your value statement, such as "Our family will devote our financial resources and efforts toward aiding both the arts and organizations that help during disasters."
Then, you might follow up with specifics such as helping children in need or a local theater group. You may even decide that you will give a certain annual percentage of a portfolio’s gains to charity. Your words and your charitable choices are up to you and your family. Communicate and you’ll find the process will run more smoothly.
1-05367989
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ideal Credit Union and Ideal Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Ideal Wealth Advisors, and may also be employees of Ideal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Ideal Credit Union or Ideal Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
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