Tailored Strategies for Wealth Growth
Empowering You to Achieve Financial Freedom with Expert Planning.
Partners
Paul Seglund
Paul has significant experience in the Wealth Management arena beginning with Merrill Lynch before becoming independent in 2005. Specializing in Business Owners Exit Planning Strategies and Retirement Income Planning, he enjoys providing solutions and management so you can enjoy your life to the fullest.
Invest with Confidence
Helping you plan a bright future!
Expert Wealth Management for Business Owners
Tailored solutions to secure your financial future.
Exit Planning
Strategic guidance to help business owners transition smoothly.
Retirement Income
Customized plans to ensure a steady income after retirement.
Tax Efficiency
Smart strategies to maximize savings and reduce tax burdens.
Investment Growth
Innovative approaches to grow and protect your wealth.
Legacy Planning
Thoughtful planning to secure your family’s financial future.
Exit Your Business with Confidence and Care
Discover our comprehensive wealth management solutions, tailored for your success.
Planning Futures
Since 2005, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common – a commitment to ethics and integrity to take care of all your investing needs. And you can count on unbiased recommendations and impartial guidance.
Plan Your Retirement with Confidence
Hear from our clients about how we’ve helped them achieve financial success and peace of mind.
Seglund Financial Group provided me with clear strategies that surpassed all expectations!
James Carter
CEO, Carter Industries
Working with Paul and the team gave me confidence in my retirement plans and financial future.
Linda Thompson
Small Business Owner
The professionalism and personalized approach here are truly unmatched—I couldn’t be more satisfied.
Michael Adams
Founder, Adams Solutions
I’m thrilled with the expert guidance and support—I now have a solid plan for my future.
Sarah Bennett
Entrepreneur
Seglund Financial Group
Hours
Monday – Friday: 9am – 5pm
Saturday – Sunday: By appointment
(541)647-8157
paulseglund@gmail.com