Retirement Income Distribution Specialist
We specialize in helping our clients accumulate and manage the money, investments and assets they have, which allows them the freedom to make the choices they’ve always dreamed of leading up to and throughout their retirement.Learn More
Who We Are
David Zumbusch-Founder and President of Sportsmen Dream Financial, is a fee-based Independent Financial Planner for (the majority of) his clients and dedicated to their financial and life successes. He consults with, advises and assists his clients with their investments, insurance, and overall Wealth Management Planning.Learn More
NextPhase™ Retirement Income Strategy is an investment strategy with the objective of providing inflation-adjusted income for life. The strategy allocates assets in a manner placing a heavy emphasis on guaranteed* streams of income that continue over long periods of time.Learn More
Understanding Today's Financial Environment
Welcome, we are Sportsmen Dream Financial, a financial organization in Buffalo, MN. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our 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 through all stages of your life.
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What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Tax preparation may be the perfect time to give the household budget a check-up.
This worksheet can help you estimate the costs of a four-year college program.
The federal government requires deceased individuals to file a final income tax return.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Understanding the value of a home warranty.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Have you found yourself suddenly single? Here are 3 steps to take right now.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a crash course on saving for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.