(320) 587-2272
44.890926 -94.369234Westlund Associates is a financial firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our professional firm allows us to create custom client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
We serve individuals and businesses in all areas of financial management, including: Retirement planning Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. Estate Planning Strategies Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. Insurance Planning Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. Education funding Recommending investment and accumulation strategies to help you pay for your children's education. Investment Planning Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals. Employee and executive benefits Helping your business attract and retain qualified employees through benefit packages.
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