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 Us
We can help take the mystery out of preparing for your financial future.Learn More
Special insight and perspective to help business owners pursue their objectives and success.Learn More
Let us provide you with guidance that can help you understand and better define your financial goals.Learn More
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
On a team, all players count, but some key positions are more critical to success.
Recently 117 year old Emma Morano, the oldest person in the world, passed away. She attributed her longevity to eating raw...
A spending fast can redirect your financial life.
Financial acronyms you should know.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Bucket lists don’t have to be for tomorrow.
With alternative investments, it’s critical to sort through the complexity.
How will you weather the ups and downs of the business cycle?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It’s never a bad time to speak with your financial professional about changes in your situation.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.