At Humphrey Financial we’re fiduciaries.
At Humphrey Financial , we act as fiduciaries, which means we put your best interests first—not ours. We’re dedicated to our clients’ financial stability and committed to working in their best interests, ensuring they understand how their money is working for them. Our goal is to help clients protect and grow their wealth. We begin by thoroughly listening to their unique objectives and goals and from there, design proven, innovative strategies that meet their needs.
As a client, we work to honestly and objectively present the best possible financial strategies that accurately address your personal and/or professional needs. Taking that personal interest in your unique financial situation empowers us to tailor a strategy specifically designed to address your goals.
As a client, we work to honestly and objectively present the best possible financial strategies that accurately address your personal and/or professional needs. Taking that personal interest in your unique financial situation empowers us to tailor a strategy specifically designed to address your goals.
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Meet Derick Kelly, CFP® & OwnerDerick partnered with Paul Humphrey to help union members and their families plan for their future.
Derick graduated from Augsburg University in 2009 with a Bachelor of Arts in Finance & Business Administration. He started in the financial industry in 2009 and holds his FINRA Series 7, 63 and 66 licenses, as well as life insurance licenses. In 2020, Derick completed the rigorous requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ practitioner, the recognized standard of excellence for personal financial planning. As a CFP®, Derick has extensive knowledge of estate, tax and retirement planning, as well as investments and the preservation of assets. When not working with clients, Derick enjoys the outdoors and spending time with his wife and children. Derick volunteers at church, as a sports coach in the community and is passionate about helping those around him. |
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Meet Paul Humphrey, CFEd® & FounderPaul specializes in helping union members and their families plan for their future.
Paul graduated from University of Minnesota in 1979 with a Bachelor of Science in mechanical engineering. He started in the financial industry in 1999 and holds his FINRA Series 7 and 66 licenses, as well as life and health insurance licenses. Paul is a Certified Financial Educator® (CFEd®) through the Heartland Institute of Financial Education. This prestigious honor is earned by financial professionals who have demonstrated a broad knowledge base with an ability to inform others about financial topics. In order to be eligible, a financial advisor must meet a minimum time requirement in the industry, be in good standing with federal regulatory bodies, complete the education requirements, and pass the rigorous CFEd® exam. Paul continues to learn through continuing education courses. Paul is a lifetime member of the University of Minnesota Alumni Association®. Paul has the knowledge and experience to understand the challenges union clients he serves face. |
6 Ways to Bounce Back after Being
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Managing Your Debt in Retirementby: Paul Humphrey CFEd®
If your debt is anywhere near the $50,000 "red line," you could have a problem on your hands. The key is to tackle debt systematically - starting before you retire. Here are some ideas of where to begin.
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