Graff Financial

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Financial Planners, Financial Planning Consultants, Investment Advisory Service

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14 Years

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(612) 605-0664Call

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Map & DirectionsDirections4926 Lincoln DrMinneapolis, MN 55436 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: (952) 405-9596
AKA: Graff Financial, LLC
Categories: Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (612) 605-0664

Address: 4926 Lincoln Dr, Minneapolis, MN 55436

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Graff Financial

Estate Taxes
Income Tax
As the world becomes more complex, there's an increasing need for financial planning. Our financial planning services produce a personally tailored strategy for achieving your financial goals. This strategy — which may be comprehensive or may address one or more particular needs — can help you take better control of your financial assets and make more intelligent decisions regarding retirement planning, education, financing, investment planning, asset allocation, risk management, income tax analysis, estate planning, and other important issues. Through our financial planning process, we can clarify your present situation by gathering appropriate facts, determining your financial needs and goals, and identifying possible financial barriers to achieving your goals. After presenting your plan, we can assist in its implementation and periodically review and revise your plan as your situation changes.

Investment Management
Mutual Funds
We invest in resources to investigate and verify the quality of products and services we provide. We invest the time to meet with mutual fund managers and visit product companies. We ask tough questions to uncover the potential strengths and limitations of different products. We put it all together with a commitment to excellence in everything we do.

Financial Planning
We offer asset management programs as well as advice to clients on matters not involving securities, such as financial planning, tax issues, and trust services that often include estate planning. Abens Financial Services tailors our relationship with each client. We meet with each client to discuss goals and objectives and incorporate them into their financial plan.
Retirement Planning
Long Term Care
Used wisely, insurance can be a powerful tool for replacing income, creating assets, or protecting assets you have already earned. We can help you make the most of your insurance investment, identifying opportunities to lower your insurance costs and leverage your existing policies. We work closely with independent insurance agents and can direct business for a range of insurance products and services, including life, disability, medical, and long-term care insurance. And most importantly, because we are independent, you know we are working for you, not an insurance company. Our goal is to find the best policies for the best prices from the best people.
Asset Management
For many clients, our fee-based asset management services provide the ideal opportunity to invest in the markets with the added value of professional expertise. As an asset management client, you benefit from professional management and supervision, which is backed by experience and research. Our services for asset management portfolios include assessing the client's financial situation, including objectives, time horizon and risk tolerance; determining an appropriate asset allocation mix; selecting money managers; actively managing the client's portfolio; and providing the client with comprehensive, easy-to-read reports to monitor portfolio progress.
Living Trusts
Whether it's your estate or the estate of a loved one, it takes planning to reduce estate taxes, probate costs, and various administrative hurdles — and to increase the transfer of wealth to heirs or to charity. Because of complex laws and tax codes, estate planning can make a dramatic impact on your financial picture. We can help you consider all your options, which may include revocable living trusts, credit shelter trusts, wealth replacement trusts, and charitable remainder trusts, among others. We work in partnership with your current advisors, accountants or attorneys, or provide professional referrals, if needed. Above all, we can help you develop an effective estate plan according to your goals.
Charitable Remainder Trusts

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