How We Can Help You

As an independent firm, Insurand Wealth Planning understands each client is unique, which is why our approach takes into account your particular goals and objectives, allowing us to customize each area of your retirement strategy.
 
We offer a comprehensive suite of products and services, including: ​
  • 401(k) rollovers.
  • 403(b) planning.
  • 529 college savings plans.
  • Business succession planning.
  • FEGLI planning.
  • Financial planning.
  • Investment management.
  • IRAs.
  • IRA rollovers.
  • Legacy planning.
  • Life insurance.
  • Long-term care.
  • Retirement income planning.
  • Social Security maximization.
  • Tax-efficient strategies for individuals.
  • Thrift Savings Plans.
 
At Insurand Wealth Planning, we’re passionate about helping you prepare for your financial future because we want you to move forward with confidence.

Paul L. Goenner
​​[email protected]

10022 82nd St. SE
Clear Lake, MN 55319​
p. 612.695.4714
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Registered Representative of and securities offered through Securities Management & Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Insurand Wealth Planning, SM&R, and BFC Planning, Inc. are independent entities. There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.  Our firm does not provide legal or tax advice.  Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.
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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. This material has been prepared for informational and educational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. This material is not sponsored or endorsed by the Social Security Administration or any government agency. AR-4627 | 18517 - 2019/2/8