Who we are

Lindahl Financial Group is an insurance and financial services firm primarily focused on privately held business owners, corporate executives, physicians, and other successful individuals.  We assist our clients in obtaining the peace of mind they desire through our objective driven process.  Our interest is helping clients achieve the following objectives:

  • Protect their assets from excessive tax burdens and potential undesirable future creditors.
  • Pass on their hard-earned assets (including their businesses) to their desired heirs in a manner that enables them to leave the legacy they intended
  • Ensure that the client's desires for charitable giving are crystallized and are able to be continued to future generations.

Our clients are people of high character who care deeply about their loved ones and have the discipline to make the strategic decisions today that will help allow them to reach their future goals.