• Home
  • About
    • Our Team
      • Nate Richter
      • Matthew A. Peterson
      • Jon Kattke
      • Joy Hess
      • Carol Richardson
      • Michelle Jensen
    • What We Do
    • Blog
    • Weekly Market Commentary
  • Process
    • Six Areas of Planning
    • Plan Steps
  • Client Testimonials
  • Contact
  • Client login

Cashflow Management, Investment Planning, Risk Management, Tax Strategies, Wealth Management, Retirement Planning, Succession Planning, Estate Planning, and so much more.

    • Home
    • About
      • Our Team
        • Nate Richter
        • Matthew A. Peterson
        • Jon Kattke
        • Joy Hess
        • Carol Richardson
        • Michelle Jensen
      • What We Do
      • Blog
      • Weekly Market Commentary
    • Process
      • Six Areas of Planning
      • Plan Steps
    • Client Testimonials
    • Contact
    • Client login
  • crichardson@saltf.com
  • 7634215396
Salt Financial
Salt Financial
  • Home
  • About
    • Our Team
      • Nate Richter
      • Matthew A. Peterson
      • Jon Kattke
      • Joy Hess
      • Carol Richardson
      • Michelle Jensen
    • What We Do
    • Blog
    • Weekly Market Commentary
  • Process
    • Six Areas of Planning
    • Plan Steps
  • Client Testimonials
  • Contact
  • Client login

financial planning

A Year-End Wealth Planning Guide

  • November 3, 2023
  • saltadmin
  • Finance
As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide,...
Continue Reading

Staying Physically (and Fiscally) Fit as You Age

  • October 14, 2023
  • saltadmin
  • Finance
Aging is a natural process that everyone goes through, but how we age can be significantly influenced by our daily habits. Staying fit and healthy as we grow older...
Continue Reading

Financial Planning Strategies

  • October 7, 2023
  • saltadmin
  • Finance
Let’s assume your financial planning is way ahead of your friends. You have saved, invested well and paid off your debts. And while it’s easy to pick your retirement...
Continue Reading

Finding Focus with Financial Planning: A Step-By-Step Guide

  • September 28, 2023
  • saltadmin
  • Finance
You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection...
Continue Reading

Recent Posts

  • Avoid Impact of Double Distribution: First and Second Required Minimum Distributions
  • How to Take Advantage of Compound Interest
  • What are SEP IRAs?
  • What is a rollover IRA, and do I need one?
  • Smart Strategies for Staying Ahead in Uncertain Markets

Recent Comments

No comments to show.

Archives

  • October 2025
  • August 2025
  • June 2025
  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023

Categories

  • Charitable Giving
  • Estate Planning
  • Finance
  • Financial Planning
  • IT Technology
  • Market Outlook
  • Markets
  • Retirement Planning
  • Small Business
  • Social Security
  • Tax Planning
  • Uncategorized
  • Wealth Management

Categories

  • Charitable Giving
  • Estate Planning
  • Finance
  • Financial Planning
  • IT Technology
  • Market Outlook
  • Markets
  • Retirement Planning
  • Small Business
  • Social Security
  • Tax Planning
  • Uncategorized
  • Wealth Management
Salt Financial
LPL Financial Form CRS

Securities offered through LPL Financial, Member FINRA | SIPC. Investment advice offered through Strategic Wealth Group, a Registered Investment Advisor. Salt Financial and Strategic Wealth Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, IA, IL, MI, MN, MO, ND, SD, TX, WI, FL, KS, LA, NV, OR.

Contact Us

  • 2 Carlson Parkway, Ste 155, Plymouth, MN 55447
  • 763-421-5396

© Copyright 2023 Salt Financial