investment services for business
|We work with you to find the best retirement plan for you and your employees. We will help you review all of your options so you can make the best decisions concerning you, your family and your business.
As a business owner you can develop a plan to help secure your retirement future and provide retirement benefits to attract and retain employees.
Lake Elmo Financial will work with you in implementing a retirement plan to meet your needs through the following services:
• Detailed explanation of available plans
• Complete administration reporting capabilities
• Comprehensive investment product selection
The following plans are available:
* 401(k) Plans
* Defined Benefit
* Profit Sharing
* Money Purchase
* SIMPLE Plans
* SEP Plans
* Individual (k) plans
* Deferred Compensation
* Other employee benefits
For more information, contact a staff member in our investment department:
*Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Investments are: Not FDIC/NCUSIF Insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity.
Stephen Madsen, Financial Advisor, is registered to sell Securities in the following states: Arizona, Florida, Kansas, Michigan, Minnesota, Wisconsin
Stephen Madsen, Financial Advisor, is licensed to sell Insurance Products in the following states: Minnesota and Wisconsin
MacKenzie Zajec, Financial Advisor, is registered to sell Securities in the following states: Minnesota and Wisconsin
MacKenzie Zajec, Financial Advisor, is licensed to sell Insurance Products in the following states: Minnesota and Wisconsin
Lake Elmo Bank • 11465 39th Street North • Post Office Box 857 • Lake Elmo MN 55042 • 651.773.4758