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Investing Services



 

 

Enjoy the Freedom to Live Your Life


As your life evolves, your financial goals may change, but the need for honest and thoughtful advice does not.

Brian Lundin is dedicated to being his clients' trusted advisor who understand all aspects of their financial objectives to ensure the consistency of their financial success.

His approach is simple. He will ask you what you hope to achieve financially, he will listen to what makes you anxious and fearful, then will apply the best investment approach that fits your vision of how you expect your investments to be managed. He is committed to using all of his resources to ensure that everything you have worked so hard to attain will be there for you to share with those who matter most.

In addition to portfolio management, our team offers a full range of complementary wealth management services to individuals, multi-generational families, corporations, and charitable foundations. These services include:

                                                        * All-inclusive Investment Policy Statements
                                                        * Comprehensive Financial Plans
                                                        * Retirement Planning
                                                        * Tax Efficient Strategies

                                                        * Estate Planning Reviews
                                                        * Insurance Needs Analysis & Reviews
                                                        * Business Succession Planning
                                                        * Wealth Transfer Strategies
                                                        * Charitable Gift Giving