Fee-Friendly Financial Advisors in Duluth, MN
Welcome to Structured Wealth Advisors. We are a fee based independent financial advisor associate firm in Duluth, MN. Since 1994, we have helped clients from the United States all the way to Australia take control of their financial future.
Discover How The Smart Money Invests
Our investment approach is completely different from traditional Wall Street brokers, financial planners, financial advisors or wealth managers.. Rather than fight the market, we work with the market. Through our partnership with Dimensional Fund Advisors, we let the science of capital markets guide the way.
Financial Advisors Focused on Outcomes
Our goal is to deliver an outstanding investment outcome for every client. If you are tired of dealing with advisors that constantly trade and time the market, or hire and fire money managers at your expense, give us a call today. We offer a free second opinion for individuals who are looking for a new way to invest.
We look forward to working with you through all stages of your life, please call our Duluth office at 218-720-6989.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Six overlooked tax deductions to help manage your tax bill.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This checklist can give you a quick snapshot of how prepared you are.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
All about how missing the best market days (or the worst!) might affect your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What if instead of buying that vacation home, you invested the money?