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Our Process

How Is Rundahl Financial Consultants Different

At RFC, we focus on the keys to retirement that most concern people. Of course, having an investment portfolio on the rise will always look impressive at it’s first perspective, but how will these life savings coordinate with the other puzzle pieces in retirement? Where will Social Security fit into the vision? Should you wait to file, file right away, file against your spouse’s earnings, etc? The average married household, if only one individual lives to age 90, will receive more than 1 million dollars in value from this life income tool alone. Many advisors run away from this advice, suggesting a meeting 90 days from now with the Social Security Administration. With current and accurate software, we will address this first as a Holistic view of all income and investment sources in your long-term planning.

One of the most frustrating things that I hear from people when I sit down with them for the first time is the common avoidance of the tax related questions when it comes to organizing retirement savings. And, unfortunately, about the regret of advice that ended up raising taxes or Medicare premiums for them. Our knowledge of this planning of IRA/401K requirements, ROTH IRA planning, and Medicare related income penalties helps up to organize well-thought models with our clients to maximize all aspects of their long term retirement plan.

Our Process

Our clients know that if they have questions on their retirement plan, tax considerations, investments, or insurance that they know they can call us. In turn, those that come to us seeking professional and knowledgeable experience will receive just that. Our process includes a thorough understanding of your current situation, what are you short- and long-term goals, where are your advantages and where are your roadblocks, and what actions would be needed to accomplish the trajectory toward achieving those goals.

Our Promise

Basically, our maker gave us two ears and one mouth…we spend more time using our ears, focusing on what is needed to accomplish and follow through with your plans. You can know that after sitting down with a member of Rundahl Financial Consultants that you will have someone that is looking at your “whole puzzle,” not just its pieces.



Our Passion

We are very intentional to hire, train, and retain professionals that live by our vision and mission statement.  Our mission is 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. When we speak of our clients, we talk about their kids, their vacations, their lives…even their pets when considering what it truly in their best interest.  We all need comfort and security in understanding the next steps; these Financial planning joys are where RFC comes in.

Our Expertise

We pride ourselves on having substantial experience in Social Security timing and knowledge. Our team is poised for active portfolio management with the latest software and investment predictors. In “our portfolio of expertise,” we are ready to assist with any Life Insurance, Medicare need, or Long-Term Care decision. Over the years, we have often had conversations with our clients reminding them of our position in their “rolodex.” We will be that call up to the Big Retirement Day, through retirement, and into the final days of Estate Planning and beyond.

What is Financial Planning?

What is Financial Planning?

Financial planning is the process of creating a strategy to help you achieve your financial goals, both today and in the future. At Rundahl Financial Consultants, we work with you to develop a comprehensive plan that covers all aspects of your financial life—whether it’s saving for retirement, managing debt, or investing for the future.

Why Financial Planning Matters

Why Financial Planning Matters

A well-crafted financial plan gives you clarity and direction. It may help you feel more confident in your decisions, manage risks, and avoid common financial pitfalls. With a personalized plan, you can feel confident in your financial future, knowing you’re on the right track to meet your goals.

Our Financial Planning Process


Discovery & Goal Setting

We start by understanding your unique goals, challenges, and values to create a plan that works for you.


Cash Flow & Budgeting

We help you manage your income and expenses to help ensure you’re saving enough to meet your objectives.


Investment Strategy

Based on your goals and risk tolerance, we develop an investment plan that works for you.


Retirement & Tax Planning

We ensure you’re saving effectively for retirement and minimizing taxes along the way.


Estate & Risk Management

We help protect your family and assets through proper estate planning and insurance coverage.


Ongoing Adjustments

Financial planning is an ongoing process. We review and adjust your plan as your life evolves.

Why Choose Rundahl Financial Consultants?

Why Choose Rundahl Financial Consultants?

  • Tailored Plans: We provide personalized financial strategies that fit your needs.
  • Professional Guidance: Our team offers professional advice across all areas of financial planning.
  • Comprehensive Solutions: We cover everything from budgeting to retirement and beyond.
  • Confident Financial Future: With a solid plan in place, you may feel more confident about your financial future.

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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