Understanding Today's Financial Environment
Welcome, we are Servion Financial Advisors, a financial organization in New Brighton, MN. We understand that individuals face unique challenges as they prepare for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Contact UsServing Individuals
We can help take the mystery out of preparing for your financial future.
Learn MoreBusiness Planning
Special insight and perspective to help business owners pursue their objectives and success.
Learn MoreInvesting Strategy
Let us provide you with guidance that can help you understand and better define your financial goals.
Learn More
Helpful Content
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
View all articles 
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Saving for College 101
Here’s a crash course on saving for college.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.