Jeff Aafedt, Financial Services Professional 

    MACRO ASSET PERSPECTIVE® CERTIFIED  

The Macro Asset Perspective® is a unique
process incorporating principles of asset
allocation relative to risk tolerance and tax
treatment, to enhance and maximize future

 

 

 Personalized Analysis – After an educational session you may request a personalized analysis.  Simply schedule a future session and complete a personal questionairre.  We will review your financial situation, assets, income, employee benefits, retirement plans, insurance programs, and estate planning.  After review we will compile your personal MAP™ evaluation including your current assets and current investing cash-flow, as well as a properly balanced alternative based on your risk tolerance and proven MAP™ principles to maximize your future net income and help accomplish your financial objectives.

 

What You Can Expect from MAP™
* You will discover the advantage of "Horizontal Diversification" between Pre-Tax and After-Tax assets. 
 
* You will gain confidence that your assets, employee benefits, retirement plans, investments, and insurance programs are appropriate for your stage in life and your tolerance for investment risk.
 
* You will become better equipped to organize your personal finances in a meaningful manner to help you attain all of your financial goals.

Life Insurance

   Whole Life Insurance

   Term Insurance

   Universal Life Insurance

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.

 "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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