Valtinson Financial Services

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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27 Years

in Business

Accredited

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(651) 628-9832Call Visit WebsiteVisit Website Map & DirectionsDirections2451 15th St NW Ste ASaint Paul, MN 55112 Write a ReviewWrite Review

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Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: Phone: (651) 633-6566
Neighborhood: Arden Hills - Shoreview
Other Link: http://valtinsonfinancial.com
Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service

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Phone: (651) 628-9832

Address: 2451 15th St NW Ste A, Saint Paul, MN 55112

Website: http://valtinsonfinancial.com

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Valtinson Financial Services

Tax Planning
Charitable Giving
Caring for your loved ones isn’t just about what you do while you’re here... it’s about what you can do after you’re gone too. We help you develop a comprehensive plan for your estate. That way, your loved ones are in good hands — no matter what.
IRS Representation
Tax services, bookkeeping, IRS representation and more. Click here to learn more about what we offer at Valtinson Tax Services.
Tax Services
Bridget has spent the last four of her eight years in the Tax Industry with Valtinson-Arciero Tax Services. She assists with tax preparation. Bridget has a Bachelor of Arts degree in Economics and received her MBA from the Carlson School of Management in 2006. Bridget is an Enrolled Agent which allows her to represent all taxpayers before the IRS. To become an Enrolled Agent, she had to pass a three-part comprehensive test covering Individual, Business, & Representation. As an Enrolled Agent, Bridget is required to complete 72 hours of continuing education every three years, ensuring that she keeps up-to-date with yearly changes to the tax code.
Roth IRA
Max-out Roth IRAs for the next 3 years. (This will help cover costs so income can stay under the income limit for premium credits to pay for healthcare.)
Tax Deductions
Income Tax
The UTMAs are a wonderful tool if utilized properly. Unfortunately, these funds were sitting in money market funds and not invested. They were missing out on possible capital gains in the 0% Federal Income Tax Bracket.

Investment Management
Investment Planning – They didn’t know if their accounts were invested correctly based on their age, investment profile, risk tolerance, and time horizon. They were not aware of the fees they were paying.
Money Market Funds

Accounting Services
As a Certified QuickBooks Advisor, we specialize in customizing QuickBooks for your unique needs and help you get the most out of your accounting software.
Payroll Services
We offer an affordable, accurate and timely payroll service. Allowing you to outsource your tax filing and accounting reports and focus on your business.
Bookkeeping Services

Financial Planning
Valtinson Bruner Financial Planning LLC (“Valtinson Bruner”) is an investment advisor registered with the SEC. Additional information about Valtinson Bruner is available on the SEC’s website at
Retirement Planning
Retirement Planning – They felt they had investment and retirement accounts at multiple places and didn’t understand how they worked and how to utilize them for their goals.
Annuities
They want to successfully retire in the next 5-10 years. They have a variety of investment and retirement accounts, including Roberts 401k, IRAs, UTMAs, and Variable Annuities. They also have credit card debt. They were unsure of where to start.
Asset Management
Strategy or asset allocation overviews are for descriptive purposes only and do not take into account a client’s or prospective client’s particular investment objectives, tolerance for risk, financial situation or needs. Nothing contained hereon is intended to be, or should be construed as, a recommendation of any investment, investment strategy, or asset allocation.
College Funding
College Planning – With two kids approaching college and retirement on the horizon, they were concerned if something happened to one would they be financially secure.

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