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

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

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