Sundvold Financial

06/07/2025

https://www.linkedin.com/jobs/view/4240234493

Sundvold Financial is hiring!

Come join our team! This is an in-office position to help create a welcoming environment greeting clients, answering phone calls, and overseeing administrative tasks in a professional office setting.

Are you or someone you know interested in joining our team? Please email [email protected] to learn more.

Posted 3:58:52 PM. Company DescriptionSundvold Financial is a financial institution focusing on both Individual and…See this and similar jobs on LinkedIn.

12/25/2023

Sundvold Financial would like to wish you a joyful holiday season!

12/19/2023

Most individuals do not realize their 401(k) plan will be their largest asset type when they enter retirement - it is important to make sure your investment strategy aligns with your risk tolerance, time horizon, & retirement income needs.

Every good plan has a goal in mind, what's your goal?

12/06/2023

Thank you to Voluntary Action Center for their work in our Community helping individuals and families with their basic needs. Our office is happy to donate to such a good cause, and hope to make an impact on families in need during this Holiday season.

08/15/2023

When it comes to the Benefits Package you provide employees; do you put the necessary guardrails in place to help your employees succeed? Proper plan design can often enhance the experiences your employees have as they prepare for Retirement and Health Care visits.

For your Retirement Plan, do you:
- Offer a concise investment lineup of high-quality prudent investments
- Offer a fully diversified lineup across various investment types
- Include both Passive and Active fund options
- Provide a QDIA like a Target Date Fund or Risk Tolerance model
- Have a Fiduciary Advisor for participants to contact

For your Health Insurance Benefits, do you:
- Offer multiple plans for employees to choose from
- Allow for HSA contributions
- Work with a Trusted Broker who battles for you during renewals
- Have a dedicated claims specialist who can help answer your employee’s questions

Ask our experts for advice when it comes to improving your Employee Benefits: https://www.sundvold.com/contact

07/27/2023

06/09/2023

Meet our Employee Benefits Team!

Employee Benefits can be tricky to navigate, have one of our experts assist with your questions.

05/19/2023

GREAT retirement plans start and end with your employee in mind. As a Plan Sponsor, acting as a Fiduciary is an obligation, and YOU are responsible for the decisions of your plan being in the best interests of your employees.

Review your Retirement Plan with one of our experts to ensure you are accomplishing your Fiduciary Responsibility. https://www.sundvold.com/retirement-plan-review

05/15/2023

Do any of these items resonate to your current retirement plan situation? If so, reach out to Wilson Sundvold, [email protected], to discuss ways to improve your retirement plan

05/11/2023