Parks Board

Director

Bachelor of Science

Jordan DeBoer - Financial Advisor in Milaca, MN | WiserAdvisor.com

As an independent RIA, Calibration Financial is focused on providing families and their businesses with an objective approach to their financial wellness, regardless of asset levels or stage of life.  Specializing in financial planning, I believe you need to understand where you've been and where you're at today before you attempt to implement solutions for your personal and financial goals.<br /><br />Along with providing tools such as your own personalized financial portal and values aligned investment models, my approach is to provide education and resources to support you in achieving your goals.

Calibration Financial

Regardless of the stage your business is in, you have a lot to consider when it comes to planning for your company.  There is the future operations of the business (business succession planning and business overhead insurance), employee benefits (retirement plans such as SEP's, SIMPLE's, and 401(k)'s and health benefit options like HSA's and QSEHRA's), and of course, equity compensation options (such as stock options).

Those are just a few of the ideas that are available when it comes to planning how to successfully grow your business and keep the cash flow moving.

Financial plans are for everyone.  Regardless of your present phase, organization and accountability provided by a plan will support you working towards your goals.  Lifestyle plans provide everything from data on retirement cash flow, disability income needs, college savings, or even building your first budget.

There are numerous investment methodologies implemented today.  My job is to help you understand what options fit your needs and implement a portfolio that aligns with your values.

The management of your plan and assets is an ongoing process, regardless of how big your net worth statement is.  You might own a business, some rental property, or have an inheritance coming to you in the future, and each of those items adds complexity to your future projections of cash flow. We'll maintain a personal partnership that is inclusive of your entire net worth picture and align each of your assets and revenue streams to your goals.

Paladin Research Report For:

Jordan DeBoer

Calibration Financial

About Jordan DeBoer

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