For more than twenty years, Dan Rundahl has been serving his clients and their families through his work in the financial services industry.
Dan’s mission is to serve others through an education mindset to retirement and financial planning. Through classroom attending educational events to one-on-one meetings with people, he has dedicated his vision for Financial Planning on the thought of 4 main areas.
- Income:
When it comes to paying the bills in your working years or in your retirement years, the fear surrounding the “fixed income” exists at all ages. The question is how much of your Fixed Expenses should be tied to Fixed Incomes….and how do we resolve these decisions through wise choices on Social Security, Defined Benefit Pensions, or retirement and life savings structuring. - Taxes:
Never before has so much of our world been driven by the knowledge of tax and tax change on our current and future financial environment. With interest rates on the rise and fall, our national debt out of control, and our paycheck’s spending power driven by our understanding our life savings strategies, I will educate in the alternatives that at any age will improve the spending power of your dollar. - Saving:
Whether the stock market and its volatility has you frozen in place, or the chasing of next investment of the moment, we all need to save for the future with knowledge of what risks should be taken, and what market falls could be avoided. I pride our team on a Holistic and proactive approach to investment management helping our clients save money in down times and capture necessary opportunities when it counts. - If I Die Tomorrow:
This is generally not a topic many wish to spend much time with, however, “being intentional” with your life savings is a very comfortable topic. When it is all said and done, will you leave your unspent legacy to those people or places that you care most about….or will it be wasted in end of life taxes and probate unpreparedness.
Dan is the father of three great kids, and along with his wife Tara, is a lifelong member of the Bethlehem Lutheran Church in Slater, IA. He has always believed that if you seek to provide service to others and live a life devoted to that service, the Lord will provide the rest.
In his spare time, Dan can be found running on one of Iowa’s beautiful outdoor trails, getting his hands dirty in his garage, or working alongside the family in their garden. They also enjoy their time as a family fishing, camping and spending time with their families and friends.