Financial Review

Financial Review is a limited engagement, financial assessment designed to help you answer your most immediate financial questions. Service to include up to three separate meetings.

Discovery Meeting: Gather your financial information, goals and planning objectives.
Initial Findings Meeting: Review financial information, assumptions and initial findings. Discuss implementation options.
Take Action Meeting: Review final findings and recommendations and set forth specific action steps.

Included in service:

Financial Preparedness
Assessment and advice on how you are tracking toward achieving your goals.
Financial Position Review
Budgeting, Debt, Taxes, Emergency Fund, etc.
Savings & Investment Review
Retirement, Education, Second Opinion on Investment mix and fees.
(Note: Ongoing investment management is NOT included)
Insurance Review
Life, Disability, Health, Long-term Care, etc.
Estate Plan Review
Estate planning strategies for the efficient transfer and protection of your estate.
(Note: Superior Financial, LLC does not provide legal advice and does not draft estate planning documents)

FEE: $2,500

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Superior Financial, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites. Investment advisory services are offered through Superior Financial, LLC, an investment adviser domiciled in and registered with the State of Minnesota. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

Superior Financial, its principals and representatives do not share personal data (phone numbers) and consent with third parties / affiliated or partners.