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Plan your financial journey from beginning to end

Financial and Estate Planning

Proper financial planning gives you clarity and confidence as you work toward your financial goals. By the same token, an estate plan gives your loved ones clarity and peace of mind in handling your estate after you're gone. Starting with a few simple steps, Alerus Wealth Management can help you create a comprehensive and customized plan for building wealth and directing it as you wish upon death.

Where are you today? Where do you want to be tomorrow? Your Alerus team will review your situation and help articulate your goals.

Perhaps your business needs a succession plan. Funding a child's education could be a goal. Retiring comfortably is likely on your mind. Alerus' financial and estate planning takes your priorities into account, whatever they may be.

Your financial plan, will, trust, and other estate documents can change along with your life. Regular review of your plan helps you stay on track, shows your accomplishments, and allows for adjustments.

Ready to start a financial or estate plan?

The professionals at Alerus Wealth Management are ready to sit down with you and discuss your needs and goals.

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888.409.5375

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The content available on this site is provided for informational purposes only, is not intended as an offer or solicitation for the purchase or sale of any financial instruments and should not be relied upon as an investment recommendation. Alerus Financial, N.A. makes no representations or warranties as to the accuracy, completeness or timeliness of the information. The information is not intended to provide legal or tax advice. Individuals should consult a qualified legal or tax advisor for advice specific to their circumstances.

Alerus Wealth Management provides trust products and services through Alerus Financial, N.A. 
Registered Representatives of Alerus Securities may offer investment and insurance products and services through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Alerus Wealth Management and Alerus Securities are trade names of Alerus Financial, N.A. Infinex and Alerus Financial, N.A. are not affiliated. Investment and insurance products and services are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.


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