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.
Helpful Content
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.