Broker Check

Lundblade Financial Group



A BOUTIQUE WEALTH ADVISOR

What We Do
Helping Clients Achieve
Financial Freedom

We work with clients facing a range of financial situations and concerns. We specialize in creating an approach that is designed to address your individual situation.

There is no cost to meet with us to discuss your needs with investments, 401(k) rollovers, retirement planning, college planning, mutual funds, estate planning, long term care insurance, and many other financial areas.

Please contact our office for a Complimentary Financial Review Contact Us.

Get To Know Us LFG Blog

How We Help
Strategies That Evolve With You

Financial Planning

Financial Planning

With our comprehensive financial planning services, we work with you to create a tailored roadmap for your financial future. From budgeting to retirement planning, we provide professional guidance to help you achieve your long-term objectives.

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Investment Management<br/>

Investment Management

Our investment management services are designed to align your portfolio with your financial goals, seeking growth and stability appropriate to your objectives and risk tolerance. By leveraging a strategic approach and in-depth market analysis, we help you navigate the complexities of investing with confidence.

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Risk Mitigation

Risk Mitigation

Our risk mitigation strategies are focused on safeguarding your assets. Through careful assessment and proactive measures, we seek to help protect your wealth and reduce exposure to financial risks.

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Trust Services And Estate Planning<br/>

Trust Services And Estate Planning

Our trust services and estate planning support are designed to help preserve your legacy and carry out your wishes. 

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Why Choose Us
The LFG Way.

We are a boutique wealth management firm.

We work with individuals, families, foundations and nonprofits, so we understand that with the accumulation of wealth comes complexity. There is more to prioritize, much to care for, and a greater variety of options to contemplate.

For our clients, we serve to simplify complexity.

We focus equally on human capital and financial capital. We help our clients get specific about their dreams, and steward their finances to give them the best chance at fulfilling them.

As financial problem solvers, we assume responsibility for each client’s well-being.

And we pursue each client’s satisfaction relentlessly. We make a personal commitment to make our clients’ best interests our number one priority. This is not common. But it is the LFG way!

FOUR STEP PROCESS

Our most important job is to listen – to understand you and your family’s needs, and to work with you to set long-term investment goals.



Our History

  • Initial Research Phase

    Learn • Listen • Research

    We begin by establishing a relationship with you. During our first meeting, we conduct a discovery interview where we listen and learn about your interests, values, goals, personal and professional relationships, as well as assets. This enables us to create financial solutions uniquely tailored to you.

  • Presentation of Investment Strategy

    Strategize • Recommend • Confirm

    Using technology, experience and your financial objectives to guide us, we present you with the first draft of your investment plan, discussing potential risks and rewards that this plan entails. This plan forms the foundation of your investment strategy, and all of our work together. When we have come to a mutual decision about whether the strategy we presented to you makes sense, your finalized strategy becomes our roadmap for coordinated action. Welcome to our family of clients.

  • Organization of Account Paperwork

    Execute • Oversee • Implement

    This is your first meeting as our client. We deliver your comprehensive financial plan, which includes advance planning pieces such as college savings, estate planning, insurance, retirement planning, taxes and more. We make adjustments at this stage to make sure you leave with a clear picture of your financial affairs.

  • Account Review and Advanced Plan Implementation

    Return • Review • Reconnect

    Through our regularly scheduled progress reviews, we remain aware of your financial circumstances and your life. We address all life changes that impact your financial plan and monitor that you are on track toward your goals. We find ways to simplify your life and handle the legwork needed. This is simple and elegant ongoing wealth management.

Testimonials
What Our Clients Say

“It has been our pleasure, for a number of years, to have Lundblade Financial Group as our advisor. We have always found them to be professional, responsive and a trusted partner in dealing with our financial needs. We have, without hesitation, referred many of our friends to them for the same dedicated and outstanding service.”

- Tom and Pam Galardi

Testimonials
What Our Clients Say

“I would like to express my heartfelt gratitude to my financial advisor Mr. Eric Lundblade, and his associates. For many, many years they have consistently provided personal and professional guidance tailored to my best interest. I highly recommend them to anyone seeking trustworthy and dedicated financial services, I thank you, Eric and Wendy, for always taking the time to listen, answer my questions and treat me like a friend, I would choose you folks all over again!”

- Dean Bare

Testimonials
What Our Clients Say

“Retirement is wonderful at the same time that it is scary. Will the savings we accumulated over 40 years as teachers see us through? To protect our money (and our marriage!), we knew we needed a fiduciary financial management team. Over 10 years ago, we found Eric. Every year since has only increased our confidence in our choice. We are very pleased with how our finances are managed, but we are most pleased that we have found a team that we like and trust.”

- Tom Fisher & Ruth Reed

Get Started
Schedule a Consultation

Take the first step towards simplifying your financial journey by scheduling your personalized consultation today

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