Contact us to help simplify your complicated world of insurance and investments. Products:
Financial Planning:
-Retirement Planning
-Tax Strategies
-401(k) Planning
-403(b) Planning
-College Funding Strategies
-Estate Planning Strategies
-Money Purchasing Plans
-Profit Sharing Plans
Investments:
-bonds
-common stock
-mutual funds
- educational IRA
-traditional IRA
-ROTH IRA
-SEP IRA
-SIMPLE IRA
-
Brokerage Accounts
-Treasury Bills
-Government Securities
-Treasury Notes
-Annuities
Insurance:
-Disability Income Insurance
-Life Insurance
-Long Term Care Insurance
*Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Rundahl Financial Consultants and CreativeOne Securities are not affiliated.
**Rundahl Financial Consultants, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Please consider the objectives, risks, charges, and expenses carefully before investing in mutual funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus before deciding whether to invest. Fixed annuities are long term insurance contracts and there is a surrender charge imposed generally during the first 5-7 years that you own the annuity contract. Withdrawals prior to age 59.5 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company. Indexed annuities are contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation of growth, if any, of a stock market index. Such contracts has substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guaranteed offered are backed by the financial strength of the underlying insurance company. Surrender charges apply if not held to the end of the term. withdrawals are taxed as ordinary income and, if taken prior to 59.5, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, & how the variables are calculated. Please consider the investment objectives, risks, charges, and expenses carefully before investing in Variable Annuities. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered.
