Securities America

Dave Zumbusch, CFP®

Sportsmen Dream Financial is located in Buffalo, MN and we specialize in Wealth Management and Preservation and Independent Financial Planning for Sportsmen and their families.  We'll help simplify your financial life and find solutions to achieve your financial goals.  We are dedicated and passionate in assisting our clients, who become our friends, enjoy all that life has to offer.

Please see "Our Services"  to learn about our Wealth Management Consulting Process.

 

 

To get a copy of this report
 Call our office at 763-682-9000

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

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