{"id":2747,"date":"2024-09-03T14:07:41","date_gmt":"2024-09-03T14:07:41","guid":{"rendered":"https:\/\/f9dc7fd910.nxcli.net\/alerus\/?page_id=2747"},"modified":"2024-10-01T20:52:39","modified_gmt":"2024-10-01T20:52:39","slug":"financial-planning","status":"publish","type":"page","link":"https:\/\/f9dc7fd910.nxcli.net\/alerus\/personal\/investment-planning\/financial-planning\/","title":{"rendered":"Financial Planning"},"content":{"rendered":"\n<section id=\"Header\" class=\"hero hero-position-1\">\n    <div class=\"container\">\n        <div class=\"hero-slider\">\n            <div class=\"hero-container image-right\"><div class=\"left\">                                                        <img decoding=\"async\" src=\"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-content\/themes\/alerus\/img\/swoosh.svg\" alt=\"alerus image accent\" class=\"hero-swoosh\">\n                            \n                        <h1>Your journey to financial freedom starts here.<\/h1>\n                                                <p>Smart strategies for every stage of life.<\/p>\n                         \n                    <\/div>                        <div class=\"right\">\n                            <img decoding=\"async\" src=\"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-content\/uploads\/2024\/09\/GettyImages-1887469182-Hero01.jpg\" alt=\"Gettyimages 1887469182 Hero01\">\n                        <\/div>\n                    <\/div>        <\/div>\n            <\/div>\n<\/section>\n\n\n<section class=\"breadcrumbs\">\n    <div class=\"container breadcrumbWrapper\">\n        <p id=\"breadcrumbs\"><nav aria-label=\"breadcrumbs\" class=\"rank-math-breadcrumb\"><p><span class=\"last\">Home<\/span><\/p><\/nav><\/p>    <\/div>\n<\/section>\n\n<section id=\"Intro\" class=\"general one-column default nobottom\">\n    <div class=\"container\">\n        <div class=\"column\"><div class=\"module\"><h2 style=\"text-align: center;\">What type of planning are you looking for?<\/h2>\n<p>At every stage of life, smart financial planning can set you up for success. Whether you&#8217;re preparing for retirement, saving for education, or navigating major life events, we offer personalized strategies and tools to help you achieve your goals.<\/p>\n<\/div><\/div>    <\/div>\n<\/section>\n\n\n\n<section id=\"Icon\" class=\"icons notop\">\n    <div class=\"container\">\n        <div class=\"intro\"><p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><\/h3>\n<\/div><a class=\"icon-card\" href=\"#Retirement\" target=\"\">                   \n                    <div class=\"icon\"><img decoding=\"async\" src=\"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-content\/plugins\/acf-image-select-field-main\/assets\/retirement.svg\" alt=\"Retirement icon\"><\/div>\n                                            <div class=\"content\">\n                            <h3>Retirement<\/h3>\n                        <\/div>\n                        <\/a>            <a class=\"icon-card\" href=\"#Education\" target=\"\">                   \n                    <div class=\"icon\"><img decoding=\"async\" src=\"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-content\/plugins\/acf-image-select-field-main\/assets\/treasury.svg\" alt=\"Education icon\"><\/div>\n                                            <div class=\"content\">\n                            <h3>Education<\/h3>\n                        <\/div>\n                        <\/a>            <a class=\"icon-card\" href=\"#Life\" target=\"\">                   \n                    <div class=\"icon\"><img decoding=\"async\" src=\"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-content\/plugins\/acf-image-select-field-main\/assets\/savings.svg\" alt=\"Life Event icon\"><\/div>\n                                            <div class=\"content\">\n                            <h3>Life Event<\/h3>\n                        <\/div>\n                        <\/a>                <\/div>\n<\/section>\n\n\n<section id=\"Retirement\" class=\"cta image-orientation-left\">\n    <div class=\"container\">\n        <div class=\"left\">\n            <h3>Retirement Planning<\/h3>\n<p>Secure your financial future with our personalized retirement planning services. Our expert advisors will work with you to create a customized retirement plan that aligns with your financial goals and lifestyle needs.<\/p>\n<div>\n<ul class=\"checklist\" style=\"columns: 1;\">\n<li>Blueprint Traditional IRA and Roth IRA Options<\/li>\n<li>Investment Management Services<\/li>\n<li>Pension Planning<\/li>\n<li>Social Security Optimization<\/li>\n<\/ul>\n<\/div>\n\n                    <\/div>\n                    <div class=\"right\">\n                <img decoding=\"async\" src=\"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-content\/uploads\/2024\/09\/GettyImages-2152040274-Text-Image-Split.jpg\" alt=\"Gettyimages 2152040274 Text Image Split\" class=\"cta-img\">\n            <\/div>\n            <\/div>\n<\/section>\n\n\n<section id=\"Education\" class=\"cta image-orientation-right\">\n    <div class=\"container\">\n        <div class=\"left\">\n            <h3>Education Planning<\/h3>\n<p>Ensure a bright future for your children with our education planning services. We help you save and invest wisely for your child&#8217;s education, making higher education more accessible and affordable.<\/p>\n<div>\n<ul class=\"checklist\" style=\"columns: 1;\">\n<li>529 College Savings Plan<\/li>\n<li>Coverdell Education Savings Accounts<\/li>\n<li>Custodial Accounts<\/li>\n<li>Education Savings Strategies: Meet with an advisor to customize a plan to meet your educational savings goals.<\/li>\n<\/ul>\n<\/div>\n\n                    <\/div>\n                    <div class=\"right\">\n                <img decoding=\"async\" src=\"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-content\/uploads\/2024\/09\/GettyImages-1481512675-Text-Image-Split.jpg\" alt=\"Gettyimages 1481512675 Text Image Split\" class=\"cta-img\">\n            <\/div>\n            <\/div>\n<\/section>\n\n\n<section id=\"Life\" class=\"cta image-orientation-left\">\n    <div class=\"container\">\n        <div class=\"left\">\n            <h3>Life Event Planning<\/h3>\n<p>Life is full of unexpected events and milestones. Whether you&#8217;re getting married, buying a home, or starting a family, our advisors help you navigate these changes with confidence.<\/p>\n<div>\n<ul class=\"checklist\" style=\"columns: 1;\">\n<li>Home Buying Assistance<\/li>\n<li>Emergency Fund Planning<\/li>\n<li>Estate and Legacy Planning<\/li>\n<\/ul>\n<\/div>\n\n                    <\/div>\n                    <div class=\"right\">\n                <img decoding=\"async\" src=\"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-content\/uploads\/2024\/09\/GettyImages-1685138108-Text-Image-Split.jpg\" alt=\"Gettyimages 1685138108 Text Image Split\" class=\"cta-img\">\n            <\/div>\n            <\/div>\n<\/section>\n\n\n<section class=\"checklist\">\n    <div class=\"container\">\n        <div class=\"intro\"><h2 style=\"text-align: center;\">Here&#8217;s what you&#8217;ll get.<\/h2>\n<p style=\"text-align: center;\">When you choose our financial planning services, you receive more than just advice &#8211;<\/p>\n<p style=\"text-align: center;\">you gain a trusted partner dedicated to helping you succeed.<\/p>\n<p>&nbsp;<\/p>\n<\/div><div class=\"checklist-container\"><ul class=\"checklist\"><li>Customized financial strategy<\/li><li>Ongoing advisor support<\/li><li>Goal-specific planning<\/li><li>Access to educational resources<\/li><li>Flexible plan adjustments<\/li><li>Peace of mind<\/li><\/ul><\/div>    <\/div>\n    <\/section>\n    \n\n\n<section id=\"FAQs\" class=\"accordion nobottom\">\n    <div class=\"container\">\n        <div class=\"intro\"><h2>Frequently Asked Questions<\/h2>\n<\/div>     \n        <div class=\"accordionItems  accordion-padding\" id=\"accordionItems-1\">\n            \n                    <div class=\"accordionItem\"><div class=\"accordionTitle accordionTitle-1\" id=\"accordionTitle-1-1\"><span>How do I start planning for retirement?<\/span><\/div>\n                    <div class=\"accordionCopy accordionCopy-1\" id=\"accordionCopy-1-1\"><p>The first step is to schedule a consultation with one of our expert advisors. We will assess your current financial situation and help you develop a personalized retirement plan.<\/p>\n<\/div><\/div>\n                \n                    <div class=\"accordionItem\"><div class=\"accordionTitle accordionTitle-1\" id=\"accordionTitle-2-1\"><span>What are the best ways to save for my child&#8217;s education?<\/span><\/div>\n                    <div class=\"accordionCopy accordionCopy-1\" id=\"accordionCopy-2-1\"><p>Our advisors can help you choose the best savings options, including 529 plans, Coverdell accounts, and more.<\/p>\n<\/div><\/div>\n                \n                    <div class=\"accordionItem\"><div class=\"accordionTitle accordionTitle-1\" id=\"accordionTitle-3-1\"><span>How can Alerus help with major life events?<\/span><\/div>\n                    <div class=\"accordionCopy accordionCopy-1\" id=\"accordionCopy-3-1\"><p>We offer comprehensive planning services tailored to your specific life events, ensuring you have the financial strategies and support you need during these transitions.<\/p>\n<\/div><\/div>\n                \n                    <div class=\"accordionItem\"><div class=\"accordionTitle accordionTitle-1\" id=\"accordionTitle-4-1\"><span>How do I get started with Alerus financial planning? <\/span><\/div>\n                    <div class=\"accordionCopy accordionCopy-1\" id=\"accordionCopy-4-1\"><p>Contact us today to schedule a complimentary consultation. Our advisors will help you identify your financial goals and develop a personalized plan to achieve them.<\/p>\n<\/div><\/div>\n                        <\/div>\n    <\/div>\n<\/section>\n\n\n<section id=\"CTA\" class=\"hero hero-position-2\">\n    <div class=\"container\">\n        <div class=\"hero-slider\">\n            <div class=\"hero-container blue\"><div class=\"content\">                                                        <img decoding=\"async\" src=\"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-content\/themes\/alerus\/img\/swoosh.svg\" alt=\"alerus image accent\" class=\"hero-swoosh\">\n                            \n                        <h1>Ready to get started?<\/h1>\n                                                <p>Contact our team today to start planning for the moments that matter most.<\/p>\n                                                    <div class=\"buttons\">\n                                                                    <a class=\"btn primary\" href=\"https:\/\/f9dc7fd910.nxcli.net\/alerus\/contact\/\" target=\"\">Contact us <\/a>\n                                                                                                    <a class=\"btn secondary\" href=\"https:\/\/f9dc7fd910.nxcli.net\/alerus\/locations\/\" target=\"\">Find a location near you<\/a>\n                                                            <\/div>\n                         \n                    <\/div><\/div>        <\/div>\n            <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":0,"parent":1716,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-2747","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-json\/wp\/v2\/pages\/2747","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-json\/wp\/v2\/comments?post=2747"}],"version-history":[{"count":69,"href":"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-json\/wp\/v2\/pages\/2747\/revisions"}],"predecessor-version":[{"id":37684,"href":"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-json\/wp\/v2\/pages\/2747\/revisions\/37684"}],"up":[{"embeddable":true,"href":"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-json\/wp\/v2\/pages\/1716"}],"wp:attachment":[{"href":"https:\/\/f9dc7fd910.nxcli.net\/alerus\/wp-json\/wp\/v2\/media?parent=2747"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}