For more than twenty 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.