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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

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

 

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Home Mortgage Deduction

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

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

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Saving for College 101

Here’s a crash course on saving for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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