Business

Lake Elmo FinancialWe 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.

 

Retirement Planning

Stephen Madsen, CFP®, Gail Nelson, MacKenzie Zajec, CFP®

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

Contact Us

Contact a staff member in our investment department for more information.

Stephen M. Madsen

Stephen Madsen
Stephen Madsen, CFP®
*Financial Advisor
651.773.4758
madsens@ceteranetworks.com
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MacKenzie S. Zajec

MacKenzie Zajec
MacKenzie Zajec, CFP®
*Financial Advisor
651.773.4435
zajecm@ceteranetworks.com
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Gail Nelson

Gail Nelson
Gail Nelson
Office Manager
651.748.2285
nelsong@ceteranetworks.
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IMPORTANT: The personal email addresses provided for staff on this page are not a secure form of communication. Please do not include any personal information (i.e. Social Security Number, account number, date of birth etc.) For your security, please contact the Bank directly at 651.777.8365 or stop by one of our locations with questions about your existing account.

Links and Disclosures

*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.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com.

Lake Elmo Bank • 11465 39th Street North • Post Office Box 857 • Lake Elmo MN 55042 • 651.773.4758

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