Sundvold Financial

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Sundvold Financial 0 Skip to Content Contact Open Menu Close Menu Contact Open Menu Close Menu autoplay speed=6 /autoplay Who is looking out for the employee? We have a passion for the total well being of corporate benefit plan participants. We are a trusted advisor for plan sponsors and employers. What is important about money to you? Honestly answering this challenge in a transparent process empowers us to craft successful personal financial plans. Sundvold Financial is a firm with passion to be great. Success is the improved well-being of our clients as they execute on distinct plans to meet their needs. Sundvold Financial believes in Work With Us Corporate Retirement Planning We are a Registered Investment Advisor with the Securities and Exchange Commission. As a fee only firm we are uniquely positioned alongside the plan sponsor to uphold ERISA fiduciary standards. Services include ERISA 3(21) and 3(38) named fiduciary expertise. Employee Benefits Industry leading experience differentiates the Sundvold team in representing employers with insurance benefits providers around the Midwest. We pride ourselves in acting as an ally and advocate for private companies, public entities and school systems. Financial Planning Our fee-only service model and exploration process promotes accountability between our firm and our clients. The result is execution of a defined plan that is consistently updated and reviewed. LEARN MORE Our Mission Our professionals for each service are bound

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