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Our Areas of Specialization

Tactical Asset Management

We advise clients as they work toward their financial goals and we seek to minimize taxes every step of the way. We recommend appropriate vehicles and tools to ensure our clients’ needs are met through smart structuring of their investments. We utilize a variety of money managers including active and passive styles.

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Our portfolio management style is based upon an individual’s needs for growth and income and corresponding time horizon. We consider ourselves to be the manager of managers for our clients. The majority of our client assets are held in the custody of Charles Schwab.

Strategic Financial Planning

Financial planning is a process.

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At Lundeen Abrams, we strive to help you define your personal goals and dreams and work with you to create a step by step plan to pursue them. Our relationship is based on mutual trust and understanding.

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Our expertise covers everything needed for holistic planning.

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This includes:

  • Life Insurance

  • Annuities 

  • Tax Strategies

  • Retirement Plans

  • Asset Management

  • Disability Insurance 

  • Long Term Care Insurance

  • Estate Planning

Legacy Planning

Have you considered:

  • What kind of impact you wish to have?

  • What you want your children/grandchildren/family/community to remember 
    or know about you and your life?

  • What traditions you hope to pass on?

 

In the same way procrastination gets in the way of moving financial planning forward, our fast-paced lives make it difficult for us to mindfully craft our personal legacy. As a certified LegacyNavigator®,

 

Suzanne helps people write a personal message to their loved ones in an Ethical Will or Legacy Letter.

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©2024 Lundeen Abrams Advisors

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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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Lundeen Abrams Advisors (“RIA Firm”) is a Registered Investment Advisory located in Minnetonka, MN (Registration of an Investment Adviser does not imply any level of skill or training). Lundeen Abrams Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Lundeen Abrams Advisors' web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Lundeen Abrams Advisors' web site on the Internet should not be construed by any consumer and/or prospective client as Lundeen Abrams Advisors' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Lundeen Abrams Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Lundeen Abrams Advisors, please contact the state securities regulators for those states in which Lundeen Abrams Advisors maintains a registration filing. A copy of Lundeen Abrams Advisors' current written disclosure statement discussing the RIA Firm’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Lundeen Abrams Advisors upon written request. Lundeen Abrams Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lundeen Abrams Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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