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FINANCIAL CLARITYStarts Here

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Helping You Through Every Step

WHAT BECOMES POSSIBLE WHEN YOU ALIGN YOUR WEALTH WITH YOUR VALUES AND VISION?

Nearing Or<br/>Currently In Retirement

Nearing Or
Currently In Retirement

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Looking To Build<br/>Your Legacy &#38; Estate

Looking To Build
Your Legacy & Estate

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Going Through <br/>Life Transitions

Going Through
Life Transitions

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Experience True Financial Freedom

WE UNDERSTAND THAT FINANCIAL UNCERTAINTY CAN CAUSE ANXIETY.


FINANCIAL PLANNING

Customized investment strategies aligned with your faith values.

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RETIREMENT PLANNING

Comprehensive planning for wise stewardship

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ESTATE & LEGACY PLANNING

Professional guidance for multigenerational wealth transfer.

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ONGOING EDUCATION AND SUPPORT

Ongoing education and support for informed decisions.

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We've Got You Covered!

Our mission: To provide comprehensive, forward-thinking financial advice that embodies personalized financial and investment strategies to empower our clients to make informed decisions for themselves and their families.

Our vision: To be a trusted partner to our clients’ long-term decisions offering a client-first approach that prioritizes their unique needs, dreams, and financial goals.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

We've Got Your Back

We've Got Your Back

We care and treat our clients like our FAMILY. Through a team consisting of over 100 years of experience, we treat each client with the respect they deserve. As an Independent Financial Advisory Firm, we recognize that you have a lot of choices of who to work with planning for the future, but when it comes to the values of your family’s future, we always put our FAMILY first.

Our Clients are Family

You're More than a Number

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Tools For Your Financial Success

Our clients expect and know that if they call our office, someone will be there to answer the call. If they have a concern, it will be resolved that day. If they need to sit down with one of our Financial Advisors, they will get on our calendar that day. Nothing is more frustrating than sitting by the phone waiting for a return call. Our family is here…. and ready to help yours!

Our Process

Frequently Asked Questions

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Our History

Schedule Your Appointment

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LocationsLet’s Get Started
On Securing Your Future

Start your journey with our streamlined approach, designed to align with your unique financial goals and aspirations.

Contact Us

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1

Clive Office

8230 Hickman Rd Suite 300 Clive, IA 50325

2

La Crosse Office

1231 Hagar St. #2 La Crosse, WI 54603

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Ready to Take Control of Your Finances?Take the First Step

Whether you’re just getting started or refining your current plan, Rundahl Financial Consultants is here to help.

Contact us today to schedule a consultation and take the first step toward financial security.

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