Frequently Asked Questions

At Rundahl Financial Consultants, we are here to answer your concerns.

• 1. What does a financial advisor do?

  A financial advisor helps you plan and manage your finances- whether it's saving for retirement, managing investments, planning for college, or protecting your wealth. We tailor strategies to your unique goals and help guide you every step of the way.

• 2. Who do you typically work with?

  We work with individuals, families, and small business owners at various stages of life. Whether you're just starting to save or preparing to retire, we’re here to provide guidance and support.

• 3. Do I need a lot of money to work with a financial advisor?

  Not at all. Financial planning is for everyone. We work with clients at all asset levels and focus on helping you grow, protect, and understand your finances- no matter where you’re starting.

• 4. What can I expect during my first meeting?

  Your first meeting is all about you. We'll take the time to get to know your goals, concerns, and financial situation. There’s no pressure—just a conversation to see how we can help.

• 5. How do you get paid?

  We believe in transparency. We’ll clearly explain our fee structure during your consultation, whether it’s a flat fee, percentage of assets managed, or commission based. You’ll always know exactly how we’re compensated.

• 6. Is my information kept confidential?

  Absolutely. Your privacy and trust are critically important to us. We follow strict confidentiality protocols and industry standards to protect your personal and financial information.

• 7. Can you help with retirement planning?

  Yes! Retirement planning is one of our core services. We’ll help you build a strategy that fits your lifestyle, income needs, and long-term goals- so you can retire with confidence.

• 8. Do you offer educational seminars?

  We do. We host regular workshops and events to help clients stay informed on financial topics like Social Security, tax strategies, retirement income planning, and more.

• 9. How often will we meet or communicate?

  That depends on your preferences and needs. Some clients like quarterly check-ins; others prefer annual reviews with updates in between. We’re here when you need us and will communicate proactively to keep you informed.

• 10. Why should I work with your firm?

  Because we care. At Rundahl Financial, you’re not just a client- you’re part of our extended family. We take the time to understand what matters most to you and provide honest, personalized advice with your best interests in mind.