Lindblad Group

At Lindblad Financial Group, we believe that financial security is a cornerstone of a fulfilling life. We strive to empower our clients by guiding them through the complexities of financial planning, helping them build a solid foundation for the future. Our approach is rooted in a deep understanding of individual needs and circumstances, coupled with a commitment to providing personalized, comprehensive advice. We believe that financial planning is not a one-size-fits-all proposition; it requires a tailored strategy.

Rooted in Experience ##

Daniel Lindblad, CLU, ChFC, the founder of Lindblad Financial Group, brings over 33 years of dedicated experience to the table. He has a proven track record of guiding both individuals and employer groups in achieving their financial goals. Daniel's expertise lies in crafting and implementing personalized group benefit plans, ensuring that businesses have the right strategies to attract and retain talent while empowering employees with valuable financial protections. He is also deeply committed to working one-on-one with individuals to understand their unique needs, whether it's saving for retirement, planning for education expenses, protecting against unforeseen circumstances, or building a legacy for future generations.

Our Services: A Comprehensive Approach to Financial Well-being ##

Lindblad Financial Group offers a wide range of services designed to address every facet of our clients' financial lives:

• Group Benefit Planning: We specialize in designing and implementing comprehensive group benefit plans tailored to the specific needs of your employees.

Our solutions go beyond traditional health insurance, encompassing a range of benefits such as life insurance, disability income protection, retirement plans, and employee assistance programs. Our goal is to help you attract and retain top talent while fostering a sense of security and well-being among your workforce.

• Individual Financial Planning: We believe that everyone deserves a personalized roadmap to financial success.

Through a thorough evaluation of your financial situation, goals, and risk tolerance, we develop a customized plan that addresses your specific needs. Whether you're planning for retirement, saving for your children's education, or looking to protect your assets, we provide the guidance and support you need to make informed financial decisions. Our expertise encompasses:

• Retirement Planning: We help you define your retirement goals and develop a comprehensive strategy to ensure a comfortable and secure future. This includes exploring various investment options, analyzing your social security benefits, and maximizing tax-advantaged savings vehicles.

• College Savings: Planning for your child's education can be a daunting task. We work with you to assess your needs, explore different savings options, and create a plan to ensure your child has the financial resources to pursue their educational dreams.

• Estate Planning: We help you protect your legacy and ensure your assets are distributed according to your wishes. This involves creating a will, setting up trusts, and coordinating with your legal and tax advisors.

We understand that managing your finances can be complex. Lindblad Financial Group is here to simplify the process and provide you with the peace of mind that comes with knowing your financial future is secure.