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

What's Next for IPOs?

Only 10 companies went public on U.S. stock exchanges in the first quarter of 2008. Even if you never participate in an initial public offering, the IPO market can reveal a wealth of clues about the financial climate at home and abroad.

Betting Your Life on Low Coverage

If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

No Better Time Than Now

You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

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