Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
For more than sixteen years, Dan Rundahl has been serving his clients and their families through his work in the financial services industry.
Dan’s mission is to serve others by helping them to first discover and understand their financial and retirement goals and then to help them shape a comprehensive plan to accomplish those goals. Using his Client Service Model, Dan helps his clients through the three most important steps in any financial plan.
1st. Dan focuses on helping his clients accumulate assets, so they may have the best opportunity to achieve their retirement goals. This includes learning what’s important to you and what you wish to accomplish in life.
2nd. Dan looks to protect your assets with proper planning. This involves your overall risk assessment including your current needs and retirement income needs. He may use a combination of insurance and investment products coordinated exclusively for you and your family.
3rd. The one step most overlooked by less experienced advisors, is your retirement income, the distribution stage. Dan’s years of experience allow him to help you make the best decisions when you reach that most important stage of your life, retirement.
Using planning methods such as the “bucket system”, “sequence of returns”, and Retirement Analyzer software, Dan will help you understand the most tax efficient way to plan your retirement income, and is always available to work with your tax advisor or other advisors to achieve your goals, not his. With this Standard of Care, we will work together to assess the long term nature of your financial health and well-being.
Dan is the father of three beautiful kids, and along with his wife Tara, is a lifelong member of the Bethlehem Lutheran Church in Slater, IA. He has always believed that if you seek to provide service to others and live a life devoted to that service, the Lord will provide the rest.
In his spare time, Dan can be found running on one of Iowa’s beautiful outdoor trails, getting his hands dirty in his garage, or working alongside the family in their garden. They also enjoy their time as a family fishing, camping and spending time with their families and friends.
Megan is our Office Manager providing excellent care to our clients. With more than 20 years in education and medical service industries, Megan’s specialties align with the organizational skills and client appreciation efforts that we hold true here at Rundahl Financial Consultants.
She works closely with the company in organizing and managing schedules, communicating and assisting in the needs of our advisors and those we serve. With a client first mentality, she is an excellent contact and medium for the best interests of our valued Client Service Models.
She and her husband of 24 years have a college-age daughter and teenage son. She has a love of people and animals and helping both.
Please reach out to her for any of your needs or questions. She is happy to assist in any way she can.
Monica joined us in 2022 as an Administrative Assistant.
Monica is a mother of three wonderful children. She has been married to her husband Randy for 19 years. As a family they enjoy backyard gatherings and playing with their “grand puppies”. She also enjoys quiet time crocheting blankets and reading.
She spent several years as a “stay-at-home” mom. Monica has done various professional office work over the last 10 years. She enjoys the busy scheduling, client interaction, along with the organized chaos of the office.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.