Superior Financial LLC

Plan, Navigate, Achieve.

Superior Financial LLC - Fee Only Financial Planning in Southeast MN - Retirement planning, education, insurance, tax, estate, debt, investment management

"Without counsel plans fail,
but with many advisers they succeed."
Proverbs 15:22

Wealth Management

Wealth Management is a holistic planning engagement designed to allow you to live the life you desire with confidence. Service involves the creation and adoption of a financial plan including ongoing advice regarding your financial position, portfolio management, retirement distribution strategies, tax planning strategies, insurance and risk planning and estate planning. It is our strong belief that each planning area coordinates with the other and when done right, is greater than the sum of its parts.

All plans are created through an in-depth discovery process to understand your unique goals.  Plans are continually updated and as a Fee-Only, fiduciary advisor you can be sure that all advice and recommendations are made only with your best interest in mind.

Investments portfolios are managed to best achieve your financial goals and individual objectives.  Portfolios are constructed with low-cost, tax-efficient investments and diversified across multiple asset classes with the design to reduce volatility while maximizing risk adjusted returns. Minimum portfolio value $500,000.

Included in service:

  • Financial plan catered to your individual goals
  • Unlimited “what if” plan scenarios and updates
  • Retirement distribution and income strategies
  • Social Security coordination
  • Tax reduction strategies
  • Risk management strategies
  • Estate planning strategies

Fee:  

We charge a fee on account assets under management based on a tiered fee schedule. The fee varies depending on the size of your portfolio. Typical fee ranges from .50%-.85% of portfolio value under management.

Privacy Policy

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.