investment services
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. Steve and MacKenzie - Click here for more information!   

RETIREMENT PLANNING
As a business owner you can develop a plan to help secure your retirement future and provide retirement benefits to attract and retain employees. Our Investment Department 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

 




Stephen M. Madsen CFP®, MacKenzie S. Zajec

 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.
Stephen Madsen CFP®
Financial Advisor
651.773.4744
madsens@financialnetwork.com
MacKenzie Zajec 
Financial Advisor
651.773.4435
zajecm@financialnetwork.com
Gail Nelson
Administrative Assistant
651.748.2285

Securities and investment advisory services offered through Financial Network Investment Corporation, Member SIPC. Neither Lake Elmo Bank nor Lake Elmo Financial are affiliated with Financial Network.

Investments are: Not FDIC Insured. Not a deposit or other obligation of Lake Elmo Bank. May go down in value. Not financial institution guaranteed. Not insured by any federal government agency.

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