Daniel Rundahl

Financial Advisor

Rundahl Financial Consultants has served clients and their families in our home offices located in Clive, Iowa and now in La Crosse, Wisconsin, as well as many states across the US.

Rundahl Financial Consultants' mission is to serve others by helping them to first discover and understand their financial and retirement goals and then to help them shape a comprehensive plan to accomplish those goals. Using our Client Service Model, we help clients through the three most important steps in any financial plan.

1st. We focus on helping clients accumulate assets, so they may have the best opportunity to achieve their retirement goals. This includes learning what’s important to you and what you wish to accomplish in life.

2nd. We look to protect your assets with proper planning. This involves your overall risk assessment including your current needs and retirement income needs. We may use a combination of insurance and investment products coordinated exclusively for you and your family.

3rd. The one step most overlooked by less-experienced advisors, is your retirement income, the distribution stage. Our Advisors' years of experience allow them to help you make the best decisions when you reach that most important stage of your life: retirement.

Using planning methods such as the “bucket system,” “sequence of returns,” and Retirement Analyzer software, we will help you understand the most tax-efficient way to plan your retirement income, and are always available to work with your tax advisor or other advisors to achieve your goals. With this Standard of Care, we will work together to assess the long-term nature of your financial health and well-being.

We've Got You Covered!