Seglund Financial Group

Seglund Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We have provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and to provide financial independence. Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our Principle Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. Our mission at Seglund Financial Group is Wealth Management and Preservation and to provide financial confidence while generating the income that is required to have a comfortable retirement. Our philosophy is to retire on your terms in order to live your dreams and provide a legacy for your life’s work. We are an income and dividend specialist searching for high yielding opportunities while seeking to keep volatility to a minimum. We provide complete Financial Planning advice including the main issues families face when contemplating retirement. What is the amount I need to have an enjoyable and comfortable retirement? How much you can afford to spend? When is the appropriate time to not worry about working to provide family income? What is the appropriate distribution rate and how to manage those distributions? As an independent retirement planner, we can provide the right tools at a reasonable cost to help ensure your family has adequate asset protection and investment planning while striving to reduce taxes. Business Planning We provide business planning services and ideas to help with: Asset Protection Succession Planning Executive Bonus Programs Retirement Plans Key personnel Insurance and deferred compensation plans Education Planning College Savings Plan analysis

Address: 750 NW Charbonneau, Bend, OR 97703, USA

Phone: +1 541 6478 157
FAX: +1 541 3189 179