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 763-317-9005 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.