When it comes to your money, you need a Certified Financial Planner® in Billings who you can trust to not only help you reach your goals, but to also protect what you’ve worked so hard for. At Tedlund Financial Services, we believe in providing a comprehensive approach to financial and retirement planning so that you’re prepared for no matter what life throws your way.

Because we are an independent firm, we can help you develop a financial strategy based on only your own best interests. Our financial planning process uncovers your unique situation and identifies what specific steps we can take to help you prepare for the future you want for yourself and your loved ones.

We believe you should be able to retire and never look back. By helping you plan for worst-case scenarios, you can look forward with the reassurance of knowing your future is on track.

“If your plans for retirement income that you believe to be true turned out not to be true, when would you want to know?”

Most people nearing retirement age believe they have a plan set up for their retirement, but very few people have really run that plan through a 'time-test' to see if the results match up with their lifelong dreams. Such a close look may be critical - without it, how can you really be sure?

Having a sound personalized retirement income analysis is essential to realizing your dream retirement. With our retirement income analysis – you can take a closer look at some of your thoughts, assumptions and figures you’ve accumulated about retirement, and put them all together in an analysis to see if your strategy is designed to hold up.

If your current strategy has any problem spots, we can show you how many years into retirement those issues may appear with an easy-to-understand analysis that may reveal when your income may fall below a desired level. You can then make adjustments to your strategy now designed to avoid problems later. Meaning you can take control of your finances and head into retirement with reassurance that you’re ready for whatever comes your way.

 

Retirement Explorer™ is a software program that is designed to help agents review the effectiveness and potential success of your retirement strategy. Retirement Explorer™ is not a comprehensive financial plan, nor is it a comprehensive overview of all of your portfolio holdings.

Request your complimentary retirement income analysis