Financial planning

Creating a financial strategy for your future

Developing a financial plan is one of many services available from Securian financial advisors, who are focused on listening to your goals and helping you achieve them.

A well-rounded financial plan examines your total financial picture and helps you take a comprehensive approach to organizing your finances.

Financial planning is an investment advisory service offered through Securian Financial Services, Inc., a registered investment advisor

How it works

Our fee-based financial planning process is a thorough yet understandable way for you to take the first step toward reaching your financial goals.

What’s involved

A financial plan includes all aspects of your finances and addresses financial matters in all stages of your life – the past, present and future.