As an independent firm,

Humphrey Financial 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 and services, including:

  • 401(k) rollovers.
  • 403(b) planning.
  • 529 college savings plans.
  • Union defined benefit pension plans.
  • Union benefits.
  • Estate planning.
  • Financial planning.
  • Health insurance.
  • Investment management.
  • IRAs.
  • IRA rollovers.
  • Legacy planning.
  • Life insurance.
  • Long-term care.
  • Medicaid planning.
  • Medicare supplements.
  • Retirement income planning.
  • Social Security maximization.
  • Tax planning.
  • Tax-efficient strategies for individuals.
  • Thrift savings plans.
At Humphrey Financial, we’re passionate about helping clients prepare for their financial futures because we want them to move toward the future with confidence. Start the conversation by calling 952.201.0146 and let’s see how we can be of service to help you protect and grow your wealth.
*A professional advisor should be consulted before implementing any of the options presented. No content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
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 Paul Humphrey, CFEd® & Founder
Humphrey Financial, LLC
​
255 South Shore Drive
Forest Lake, MN 55025

Phone: 952.201.0146
Email: [email protected]
Fax: 833.487.0174
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA /SIPC . Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Humphrey Financial LLC and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, FL, IL, KY, ME, MN, MO SC, SD, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced. AR-3571 |20280 - 2020/7/22
Licensed Insurance Professional.  We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. 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. 

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.