Sandvold & Associates

Description

Jim is a critical part of the Sandvold and Associates team. He joined us with over 11 years of experience in the insurance and financial services industry. Jim is customer service focused and is dedicated to helping clients. Jim works with our Service Team providing research and assisting clients. He holds his Life and Series 6 and 63 Securities licenses. Jim also has his Accident and Health license in many states. He holds his Property and Casualty license in Minnesota.

Matt has over 20 years of experience in various fields of the financial services industry. He has conducted hundreds of education seminars to thousands of insurance agents and financial planners nationwide to ensure they are providing suitable products and services to their clients. Matt uses a client focused approach when creating financial plans, with his primary areas of focus on Retirement and Income Planning, Wealth Enhancement, and Estate Preservation. He holds Series 6, 63, and 65 securities licenses, along with his Minnesota Life, Health and Accident insurance licenses. He also holds a Bachelor of Arts degree in Business Administration, as well as History and Political Science from Jamestown College (University). Matt and his family are active in the City of Ramsey Foundation and Community Education in Anoka county.

Lynne has fifteen years of previous marketing experience and has worked with some of Minnesota's largest companies. She has been a Customer Operations manager, and worked in both marketing and product service departments. Lynne currently oversees all aspects of our marketing efforts. She graduated with Bachelor of Science degree with a business concentration. From her vast experience in running businesses and marketing businesses, she brings a wealth of experience to our firm. She holds her Life, Accident and Health insurance licenses.

We know you work hard to build your estate, and we want to help you manage it to maximize every aspect. Sandvold and Associates offers a no-obligation Estate Tax Concept (ETC) that includies a full review of insurances and/or investment products used in your estate conservation strategies. We provide recommendations on how to minimize future tax bills through proper estate conservation strategies. Balancing assets between named persons will minimize estate taxes. We'll show you how to get the most out of your estate by designing a tax efficient spend down of your assets. We also offer assistance regarding Charitable Giving Techniques such as Charitable Remainder Trusts, Charitable Lead Trust, and Family Foundation Strategies. Our Estate Tax Concept programs estimate current income, tax and estate tax liabilities for the present and the future. We provide recommendations on how to get the most from your assets for you and your family and/or charities. Sandvold and Associates does not provide legal or tax advice, but will work with your attorney or CPA if desired. There is no cost for this consultation and design.

For this reason, one of our Senior Associates works closely with each client in the follow-up and services areas. We believe unparalleled customer service provides the greatest benefit for our clients, and allows us to maintain a strong, long-lasting relationship with each one. Providing top quality service is the primary impetus for our group. Our goals for our clients of growth and development, over simply product placement, set us apart from other organizationss in the industry.

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