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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

When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

 

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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Bi-Weekly Payments

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Long-Term-Care Needs

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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