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

Estimate the Cost of College

Determine how much needs to be saved annually so the youngsters in your family can afford college.

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

Hand-Me-Down Dollars

Inheriting an IRA can be a great source of additional income, but the penalties for mismanaging one are severe.

Six Times More Likely

It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

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