The focus at Flikeid Financial is helping protect your retirement from the risks associated with investing. Helping our clients understand that avoiding risk and unnecessary taxes is their right. We are a family-run practice helping pre-retirees and retired Minnesotans with over 50 years’ experience.
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We have upcoming seminars over the next few weeks. Check out our dates and times, and make sure to save the date!
Call Flikeid Financial for more information about our upcoming seminars at 952-888-6301.
Family owned and operated is something we are quite proud of. It means that we have integrated our family with yours. The father and son duo of Flikeid Financial know how to lead pre-retirees and retirees in the right direction toward a tax-free and stress-free retirement.
Our goal is to prepare our clients for the proper transfer of assets. Income taxes and other taxes have increased, and the largest wealth transfer in history will take place over the next 15 years. The result will be that all tax-deferred assets’ passing will be caught in the tax transferring process. We are educating our clients and the public on how to create a tax-free haven for their assets. The solution is a modern day version of life insurance, which does not require one to die to receive the benefits. This final stage of planning requires a special knowledge, and we are experts in this area. The planning is about repositioning one’s assets and not about buying a product.
P: (952) 888-6301
E: william@flikeidfinancial.com
E: billy@flikeidfinancial.com
Flikeid Financial
9801 DuPont Ave South #350
Bloomington, MN 55431
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Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a registered investment advisor. Flikeid Financial and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
The generalized information we provide regarding tax minimization planning is not intended to and cannot be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Retirement Wealth Advisors,