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For over thirty years, Falstad & Associates Financial Services has been a financial planning firm dedicated to helping our clients realize their dreams. We take great pride in providing personalized advice to help you move ever closer to achieving your goals.
Our experience and expertise equip us to meet the financial planning needs of individuals, families, and small businesses alike. Some areas we excel in include:
- Retirement planning
- Business retirement planning
- Estate planning and transfer of wealth
- Asset protection
- Education savings
- Social Security planning
What does the Financial Advisor-Client relationship look like?
Our client relationships are at the core of what we do. We want to know you, your values, and what is important to you so we can tailor a financial plan that fits your life goals. We work to establish trust and understanding by meeting with our clients regularly, no matter how large or small their assets. In other words, we walk through life with you to help you find success at each stage.
Dave Ramsey & Peter Falstad
Working with an advisor that is part of the Dave Ramsey Smart Vestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey Smart Vestor Pro will produce or achieve better results than working with an advisor not affiliated with the Smart Vestor Pro program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey Smart Vestor Pro program is not affiliated with Woodbury Financial Services, Inc. and is not sponsored or endorsed by Woodbury Financial Services, Inc.
