Jeff Aafedt 

Your Life Insurance and Financial Services Professional.

Wealth Preservation/Estate Planning

Transferring wealth to the next generation

   Minimizing Income and Estate Taxes

   Protecting your retirement from the market

   Protecting your retirement from your health

                                        

Business Succession Strategies

   Growing your business

   Protecting your assets

   Holding onto any "Blue Sky"

   Minimizing Taxes

   Promoting, recruiting, retaining and rewarding your key employees

   Maximizing your compensation benefits

Life Insurance

   Whole Life Insurance

   Term Insurance

   Universal Life Insurance

 

Retirement Planning

The amount you will need in retirement depends on the age you plan to retire, your desired retirement lifestyle, how long you expect to live and the rate of return that you expect to earn on your investments.  Social Security and employer sponsored pension plans will probably provide less of what you will need than they did for your parents.  Taxes, guaranteed income and Long-Term Care can be potentially misjudged.  Our focus is to build a tax efficient personal pension with protection from extended health care needs.

Education Funding

Education planning for your children can be a major financial consideration.  Planning early allows you to take advantage of the time value of money and help minimize the savings requirement.

Long Term Care

Many people do not understand what Long Term Care Insurance policies cover, how and when the benefits begin and who should obtain coverage.  I will gladly explain all the details to you.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest. 

"Jeffrey Aafedt" is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MN, ND, & WI. No insurance business may be conducted outside these states referenced.

"Jeff Aafedt" is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer 2000 44th Street Suite 501 Fargo, ND. 58103. Phone 701- 237-4311.  In this regard, this communication is strictly intended for individuals residing in the states of North Dakota, Minnesota and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.

Jeff Aafedt is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.
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