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500 Main Street
Suite 100
New Brighton, MN 55112

Servion Financial Advisors

(651) 631-3111

 
A Holistic Approach Long-Term Relationships Simplified Solutions Designed for You

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.

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Serving Individuals

We can help take the mystery out of preparing for your financial future.

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Business Planning

Special insight and perspective to help business owners pursue their objectives and success.

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Investing Strategy

Let us provide you with guidance that can help you understand and better define your financial goals.

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About Us

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Retirement

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Investment

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Helpful Content

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The Best Apps in Travel

Technology tips to make your next trip even better.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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