David Schwandt, J.D., CFP®

CONNECT

Address:

701 4th Avenue South, Suite 1500
Minneapolis, MN 55415

Phone:

(612) 436-3755

Fax/Other:

(612) 313-7554

Personal Planning, Business Planning, Seminars & Workshops

PERSONAL PLANNING

  • Family Protection
  • Life Insurance
  • Disability Income Protection
  • Long Term Care Insurance
  • Estate Planning
  • Tax Strategies and Charitable Gift Planning
  • Wealth Accumulation*
  • Mutual Funds
  • Fixed and Variable Annuities
  • Managed Investment Accounts
  • Traditional and Roth IRAs
  • 401(k) Rollover Capability
  • Education Funding Strategies
  • Retirement Planning
  • Retirement Plan Distribution Strategies (Specializing)

*Securities and advisory services offered through Cetera Advisor Networks LLC, member SIPC. PlanViser® Financial and Cetera Advisor Networks LLC are not affiliated.

 

BUSINESS PLANNING

  • Business Continuation 
  • Planning
  • Buy-Sell Agreement
  • Business Succession Plans
  • Key Person Life Insurance
  • Employee & Executive 
  • Benefit Planning*
  • Deferred Compensation
  • Group Life, Health Disability and Long Term Care Insurance
  • Flexible Benefit Accounts
  • Selective Executive Retirement Plans
  • Tax Qualified 
  • Retirement Plans
  • 401(k)
  • Money Purchase
  • Profit Sharing
  • Defined Benefit
  • Simplified Employee Pension (SEP)
  • Simple IRA/Simple 401(k)
  • TSA/403(b)

*Benefit planning provided by AdvisorNet Employee Benefits, a division of AdvisorNet Financial. PlanViser® Financial and AdvisorNet Financial are not affiliated.

 

SEMINARS & WORKSHOPS

We also host a variety of informative seminars and workshops that cover myriad financial concerns and planning strategies.

Topics include, but are not limited to:

  • Financial Management Strategies
  • Investment Strategies
  • Employment Transition Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution Strategies
  • Estate Conservation Strategies

In addition, we offer seminars focusing on the unique needs and concerns of business owners.

 

*Securities and advisory services offered through Cetera Advisor Networks LLC, member SIPC. PlanViser® Financial and Cetera Advisor Networks LLC are not affiliated.