AT RUNESTAD FINANCIAL SERVICES WE ARE COMMITTED to providing our clients with the highest level of professionalism and service. We recognize the hard work that has gone into creating a life savings and strive to assist our customers with protecting and securing their assets.
With Ric Runestad you can look forward to working with a partner that has:
- Over 25 years of combined experience
- More than one thousand clients
- Million Dollar Round Table member
- A complete line of life, health, and retirement income products
- An unwavering commitment to our clients needs
We are in the sleep at night business. We appreciate the money our clients have saved is important to them and they want to safeguard those assets and grow them effectively. At Runestad Financial Services we are proud of our past and excited about our future.
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Planning for a Secure Retirement
At Runestad Financial Services we are committed to providing our clients with the highest level of professionalism and service. We recognize the hard work that has gone into creating a life savings and strive to assist our customers with protecting and securing their assets.
Planning for a secure retirement starts with a complimentary financial review and consultation with Ric. During the meeting Ric will spend a significant amount of time getting to know you so that he can fully understand your goals and values. He will use this information to build a customized and secure retirement plan.
What to bring to your first appointment: (plan for at least 2 hours)
- Social Security statements
- Pension Benefit statements
- Any current statements on IRA’s, CD’s, Annuities, Life Insurance, etc.
- Statements on any brokerage accounts
- 401K and/or 403B statements
- Bank Account Information
- Any other information you may have on additional assets
- Estimate of retirement income needed
- General targeted retirement age