Sundvold Financial is a firm with passion to be great. Success is the improved well-being of our clients as they execute on distinct plans to meet their needs.
Sundvold Financial believes in
Work With Us
-
Corporate Retirement Planning
We are a Registered Investment Advisor with the Securities and Exchange Commission. As a fee only firm we are uniquely positioned alongside the plan sponsor to uphold ERISA fiduciary standards. Services include ERISA 3(21) and 3(38) named fiduciary expertise.
-
Employee Benefits
Industry leading experience differentiates the Sundvold team in representing employers with insurance benefits providers around the Midwest. We pride ourselves in acting as an ally and advocate for private companies, public entities and school systems.
-
Financial Planning
Our fee-only service model and exploration process promotes accountability between our firm and our clients. The result is execution of a defined plan that is consistently updated and reviewed.
Our Mission
Our professionals for each service are bound to act in the best interest of our clients. We expect greatness with each client service we provide. Sundvold Financial strives to be the premier corporate benefits firm chosen by private businesses and public entities as well as a trusted advisor for personal financial planning.
