SUBSCRIBE
Enter your Name and Email address to get
the newsletter delivered to your inbox.
Please include name of person that directed you to my online newsletter so I can thank them personally.
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
You see a doctor for a health checkup and a mechanic to keep your vehicle in top shape. Likewise, it is important to work with a financial professional to conduct a review of your investment strategy, making sure it evolves as your life changes.
Then review your financial goals. Have they changed? For example, you might want to retire earlier than planned, which may mean you need to put away more money or change your investment strategy. Or you could have encountered health problems, which may have temporarily slowed how much you invest.
Finally, review your portfolio. Is it still addressing concerns you may have had about inflation and interest rates? Have your investments shown any style drift or do they follow the same strategies? How have your investments performed in relationship to their benchmarks? How much have taxes affected your portfolio's returns? How much do you pay in fees?
Or you may want to explore options to increase your potential net income once you reach your goals, such as a Roth IRA. Put these and other concerns in writing so you are prepared to ask the questions that are essential in any investment review.
721082
Enter your Name and Email address to get
the newsletter delivered to your inbox.
Please include name of person that directed you to my online newsletter so I can thank them personally.
Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.
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:
The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.