Roger Grumdahl, Financial Adviser with Eagle Strategies, LLC

Offering investment advisory services through Eagle Strategies LLC.

Save a minimum amount for retirement | New York Life 10/04/2021

Retirement might seem far away, but can you picture what it looks like? What’s your ideal lifestyle? By getting started today, we can work together to help you reach your long-term goals.

Save a minimum amount for retirement | New York Life Starting retirement savings may seem unrealistic or impossible. Learn from New York Life why you should save the minimum amount needed for retirement today.

How to Create a Financial Strategy Plan | New York Life 10/04/2021

Whether long hikes, pumpkin spice, or campfires are on you fall schedule, having a financial strategy for the future should always be in season. Read this article and let's talk.

How to Create a Financial Strategy Plan | New York Life Build a financial strategy based on your realities and expectations. Consider these tips and strategies when building your financial future.

Debt management—Keep debt from limiting your future | New York Life 10/02/2021

Many of us deal with debt at some point in our lives. Holding a lot of debt can be stressful, which is why becoming or remaining debt-free is an important goal. As a financial professional with New York Life, I have all the tools necessary to help you reach your long-term goals.

Debt management—Keep debt from limiting your future | New York Life The pressure to pay off debt can feel overwhelming. Discover with New York Life how managing debt allows you to pay it over time without limiting your future.

Losing a spouse - Your financial guide | New York Life 10/01/2021

There's no guidebook for dealing with the loss of a spouse, but you don't have to do everything alone. When you're ready, reach out and I can help you through some of the important financial steps you should take.

Losing a spouse - Your financial guide | New York Life Check out New York Life's guide for those experiencing the loss of a spouse to learn how you can set goals for the future and move forward.

Retirement budgeting—Manage retirement spending | New York Life 09/30/2021

The best part of being a grandparent is spending time with the grandkids. Let me help ensure that you can do that as much as you please, without having to worry about your finances during retirement.

Retirement budgeting—Manage retirement spending | New York Life Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

Timeline photos 09/29/2021

Life Insurance Awareness Month may be coming to a close this September, but your need for coverage is year-round. Contact me today and let’s talk.

09/27/2021

Not sure whether to save for retirement or your child's education? What if you don't have to decide? Click here to learn how you can do both.

Save for College or Retirement? Choose Both | New York Life Your children come first; that’s just the nature of being a parent. Learn from New York Life how to save for their education without sacrificing your retirement.

Caregiving for a spouse—Learn how to adjust | New York Life 09/26/2021

Caregiving for a spouse can be a taxing experience for any couple. Here are some ways you can be prepared ahead of time.

Caregiving for a spouse—Learn how to adjust | New York Life Being a caregiver for a spouse can be emotionally,physically, and financially taxing. Learn from New York Life what you can do to help prepare for the road ahead.

Timeline photos 09/24/2021

With life insurance, protecting the future of your loved ones is possible. Contact me today.

Financial Resources and Solutions - We're Here to Help | New York Life 09/22/2021

The financial decisions you make today can have a large impact on your future. We want people to feel great about the years ahead, that’s why we’ve been guiding our clients for over 175 years. Let’s work together to build a strategy that meets your financial goals.

Financial Resources and Solutions - We're Here to Help | New York Life Discover insights from New York Life for the big and not so big decisions. Browse our wide assortment of financial resources and find the solutions you need!

Should you plan a mini-retirement? | New York Life 09/21/2021

Depending where you are in your career, sometimes a mini-retirement can be a life-affirming break. But it does come with risks. Here are some things you should consider before making any sudden moves.

Should you plan a mini-retirement? | New York Life What is a mini-retirement and should you plan one? Learn from New York Life how you can take a renewing break from working life with a mid-life retirement.

Timeline photos 09/20/2021

Family is everything. Would you do anything to protect your family and ensure they have a bright future? Let’s talk.

Life insurance for homeowners: Protecting your mortgage | New York Life 09/20/2021

From closing costs to utilities, there's a lot on your plate when you're buying a new home. But as we celebrate Life Insurance Awareness Month, here's a friendly reminder why life insurance should always be included.

Life insurance for homeowners: Protecting your mortgage | New York Life Learn the importance of assessing your life insurance value when buying a home. Discover how increasing your life insurance can help protect your family and home.

Timeline photos 09/17/2021

Getting life insurance is a simple way to help make sure the ones you love can continue on financially if you’re no longer there. Let’s chat.

Legacy gifting—Consider charities as beneficiaries | New York Life 09/16/2021

Helping to build better futures for others is a great legacy to leave behind. If you're thinking about donating to charities as beneficiaries, here are some things to consider.

Legacy gifting—Consider charities as beneficiaries | New York Life Planned giving is the process of leaving a legacy gift to a beneficiary of your choice. Learn from New York Life how to choose a non-profit as your beneficiary.

Timeline photos 09/13/2021

Have you reviewed your life insurance beneficiaries recently? If not, let’s chat.

Financial Resources and Solutions - We're Here to Help | New York Life 09/12/2021

Feeling financially comfortable is all about having a strategy. I’m here to help – together we can work on a strategy to give you the added peace of mind you need to feel comfortable with your finances.

Financial Resources and Solutions - We're Here to Help | New York Life Discover insights from New York Life for the big and not so big decisions. Browse our wide assortment of financial resources and find the solutions you need!

Working after retirement shouldn’t be a backup plan | New York Life 09/11/2021

There are many reasons people choose to work in their retirement. Read these tips and let's talk about your retirement strategy.

Working after retirement shouldn’t be a backup plan | New York Life Going back to work after retirement shouldn't be a back up plan. Learn about your other options from New York Life and enjoy this rewarding period of your life.

Timeline photos 09/10/2021

We show our love and support in countless ways. Are you showing your loved ones how much they mean to you by protecting them with life insurance? Contact me today.

Timeline photos 09/10/2021

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-free growth and income for yourself? Give me a call to discuss how the right protection today can help you in the future.

Timeline photos 09/06/2021

We couldn’t agree more with Kelly Rowland on this. It’s time to take that step and protect the ones you love with life insurance, I can help.

Retirement budgeting—Manage retirement spending | New York Life 09/06/2021

As you get further along in your career, preparing for retirement becomes a greater focus. These tips can help you along the way, but please get in touch if you'd like some professional guidance.

Retirement budgeting—Manage retirement spending | New York Life Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

Timeline photos 09/06/2021

It’s Life Insurance Awareness Month, the perfect time to review your coverage to make sure you have the right amount—and type—of protection in place. I can help you put any concerns you have to rest, so just let me know.

Timeline photos 09/03/2021

Nobody likes paying taxes, so why pay more than you need to? Don't put it off. Give me a call today to discuss how life insurance can give you guaranteed, tax-free growth through your policy’s cash value and tax-free income as your needs change. https://bcove.video/3hNaWOd

How to save money—learn to start saving now | New York Life 09/02/2021

No matter where you are in life, it's important to have a budget and savings approach. At New York Life, we not only protect your income but can help you develop a strategy for the future. Ask me about your financial goals and we can put together a strategy with budget to meet them.

How to save money—learn to start saving now | New York Life Discover with New York Life how you can start saving money, no matter how much you make. Learn how to budget, cut unnecessary costs, and maximize your savings.

Timeline photos 09/01/2021

We’re a proud supporter of Life Insurance Awareness Month in September. Life insurance is a simple way to say to your loved ones, “I’ve got you” — and mean it. Let’s chat.

Starting college funds for grandchildren | New York Life 09/01/2021

When you're a grandparent, a bright future of opportunity can be the best gift you can give to your grandchild. Contact me to learn how New York Life can help you pay for your grandchild's future education and set them up for a world of possibilities.

Starting college funds for grandchildren | New York Life Give the gift of education by starting college funds for your grandchildren with help from New York Life. Secure their future with life insurance or a 529 plan.

RMDs - Learn about required minimum distributions | New York Life 08/27/2021

Once you reach a certain age, you're required to take the minimum distribution from your tax-qualified retirement account, but you do have options how you can use it. Reach out and I can help you figure out the best strategy for you.

RMDs - Learn about required minimum distributions | New York Life Required minimum distributions are often overlooked by retirement plan owners. Learn from New York Life about RMD tables, their rules and how RMDs can be used.

Whole Life Insurance - Endless Protection & Cash Value | New York Life 08/27/2021

Having extra money in retirement depends on decisions you make today. Give me a call to learn how to get guaranteed, tax-free growth of assets through a life insurance policy’s cash value and tax-free income when you need it most.

Whole Life Insurance - Endless Protection & Cash Value | New York Life With whole life insurance from New York Life, you're guaranteed lifetime protection with savings. Discover how much it has to offer you and your family today!

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Other Financial Planning in Edina (show all)
Accredited Investors Wealth Management Accredited Investors Wealth Management
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For important information and disclosures, please visit: accredited.com/disclosures

Stone Arch Advisory Group Stone Arch Advisory Group
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Our firm provides multi-generational planning to our clients' families and their children.

Vlorish Vlorish
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Logan Hershey, Financial Advisor, RBC Logan Hershey, Financial Advisor, RBC
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I help professionals, business owners, and retirees feel confident with their finances.

Larson & Larson Financial, Inc Larson & Larson Financial, Inc
7300 Metro Boulevard, Ste 135
Edina, 55439

Your life is our business. We follow a fiduciary standard and the client comes first; always.

D&S Tax Service D&S Tax Service
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Edina, 55439

We are a tax preparation company located in Edina, Minnesota

Luebeck Geisler Hamm Wealth Management Luebeck Geisler Hamm Wealth Management
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Edina, 55439

We are a comprehensive independent wealth management firm that takes an unbiased focus on the needs of our clients, which includes you.

Itasca Wealth Itasca Wealth
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Edina, 55435

Matthew Jacobson CFP, CRPC Matthew Jacobson CFP, CRPC
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Edina, 55435

Financial Advisor - Ameriprise Financial Services, LLC

Goff Investment Group Goff Investment Group
5201 Eden Avenue, Ste 130
Edina, 55436

Financial Guidance for Your Family

Generations Wealth Group Generations Wealth Group
7601 France Avenue South, Suite 620
Edina, 55435

A private wealth advisory practice of Ameriprise Financial Services, LLC

DSB Rock Island Wealth Management DSB Rock Island Wealth Management
8000 W 78th Street #415
Edina, 55439

PROFESSIONAL ADVICE | PERSONAL SERVICE | INNOVATIVE STRATEGIES