Lund Financial Management

No matter where you are in life, your financial future is our
highest priority. Our financial planning process is customized
to each client’s goals, needs, and timeline so you get the
support you deserve.

Lund Financial Management is here to help you manage your finances so you can pursue your ultimate goals.

Financial Planning

Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.

Insurance Services

Some retirees underestimate the impact a big Market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.

Estate Planning

Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.

Individual Planning

Have You Ever Wondered…

  • Am I making the most out of my 401(k)?
  • Am I fully covered or over covered on my insurance policies?
  • Am I on track with my financial goals for retirement and savings?
  • What is my alternative when the stock Market goes negative?
  • What will happen to my loved ones/estate/personal items if I am no longer able to manage/provide/care for them?
  • Retirement Planning

    At Lund Financial Management we take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:

    1. What do you visualize yourself doing on your journey through your golden years?
    2. How are you going to position your life savings to provide funding for your vision?
    3. How can we position those assets in a way that provides you with more confidence in retirement.
    4. What are you going to do when and if the unexpected happens?
    5. What will happen to your assets when it’s time for you to pass on.

    We Know IRAS

    Individual Retirement Accounts (IRAs)

    For three decades, Jason Lund and Lund Financial Management advisors have repeatedly demonstrated an impressive degree of knowledge and versatility.

    • Traditional IRA. Contributions typically are tax-deductible. …
    • Roth IRA. Contributions are made with after-tax funds and are not tax-deductible, but earnings and withdrawals are tax-free.
    • SEP IRA. …

    A strategy based on your goals:

    Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.





    Ongoing Relationship

    We offer services in these three areas:


    Prepare for retirement by putting your hard-earned assets to work.


    403 (b) Group & Individuals
    401 (k) Plans
    Alternative Investment Options
    Asset Protection
    CD Alternatives
    College Funding
    Fixed Indexed Annuities
    Guaranteed Income
    Income Planning
    Investment Planning
    IRA & 401(K) Assets and Planning
    IRA, 401(K) and 403(B) Rollovers
    IRA Legacy Planning
    IRA (Traditional & Roth)
    Lifetime Income Planning
    “Living” Your Legacy Retirement and Legacy Planning
    Tax Depletion Techniques
    Wealth Planning
    Wills, Trusts, Estates


    Protect the assets that can help you live the retirement you’ve always imagined.


    Asset Protection Strategies
    Business Continuation, Buy/Sell Agreements
    Business Owner Retirement Solutions
    Business Succession Planning
    Defined Benefit Plans
    Executive Benefit Packages
    Indexed Universal Life Insurance
    Life Insurance
    Tax-Efficient Strategies
    Long-Term Care Strategies
    Portfolio Management
    Retirement Income Planning
    Retirement Income Strategies
    Safer Money Options
    Social Security
    Tax-Efficient Strategies
    Tax Optimization Planning
    Tax Planning


    Provide for the people and causes you care about the most.


    Alternative & Hybrid Investments
    Business Owner Retirement Solutions
    Cash Needs Planning
    Charitable Giving
    College Funding
    Deferred Income Annuity
    Disability Insurance
    Estate Planning
    Health Care Planning
    Immediate Annuity
    Life Insurance
    Living Benefits Insurance
    Long Term Care Insurance
    Mortgage Protection Insurance
    Qualified and Non-qualified Deferred Compensation
    Personalized Portfolio Management
    Tax Advisory
    Tax Reduction Strategies
    Wealth Management

    Regular Review

    Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.