Mission. Vision. Values. Goals.
Financial planning doesn’t happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, Kurt's mission as a wealth management advisor is to help you align your current financial picture with your future financial goals by performing a comprehensive financial analysis.
We meet you where you currently at in life and help you get CLARITY. We learn about your MISSION, VISION, VALUES, and GOALS for your family, business, and your wealth.
As your financial PARTNER, we will walk along your path to financial security TOGETHER, helping align your goals and your values with your PLAN.
Kurt Bogseth Recently Featured on Forbes.com
See Kurt's insight about the value of annuities in this article on Forbes.com.
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Business Planning Solutions
We believe that successful small businesses effectively link their planning strategies with the income and estate planning goals of their owners and key executives. A business that ignores these considerations may open itself to problems that threaten continued growth and, ultimately, survival. Two critical business challenges are offering benefits that serve as incentives to key employees – both within and outside the ownership group – and providing for a smooth succession by funding buy-sell agreements. These strategies help ensure that business owners and executives are able to pass along the maximum level of assets to their heirs at the least tax cost.
Items to consider addressing in a business plan may include:
As your financial issues evolve, Kurt and his team will be there to help you resolve them. Together, we will find the solutions to help you complete your financial picture.
Videos
"Forward Thinking"- "Feeling More Secure"
- "Business Benefits"
- "Providing an Emergency Lifeline"
- "Group Disability Income"
Articles & White Papers
Financial Tools & Calculators
