Understanding Today’s Financial Environment
I’m Scott Ellingson, a financial professional in Lake Elmo, 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 saving for retirement, college savings, or estate strategy, our personalized service focuses 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, please call (651) 439-7060 option 1 or toll free (800) 525-3230.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The item most homeowners forget on their home improvement project checklist is insurance.
When considering life insurance, it's important to understand your options.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Why are 401(k) plans, annuities, and IRAs so popular?
Investors seeking world investments can choose between global and international funds. What's the difference?
You’ve made investments your whole life. Work with us to help make the most of them.
A bucket plan can help you be better prepared for a comfortable retirement.