Retirement Planning Services
Virtual office appointments available
About Ferguson Financial
When you meet with your financial advisor do you feel lost in a land of theory, analysis, and jargon?
Do you feel as if you and your advisor are speaking two different languages, making it impossible for him or her to truly understand your goals and concerns?
How, then, can you know if the financial decisions you make are the right ones for you?
At Ferguson Financial, our sole objective is to thoroughly understand our clients’ current financial situations, so we can provide the authentic financial advice they need to make smart decisions about their future.
Because no two financial strategies are alike, we offer a broad range of wealth management services, including:
For more than four decades, Greg Ferguson has helped clients better preserve their savings and increase their retirement income through comprehensive financial planning services.
At Ferguson Financial, we believe it is essential for those who are retired or nearing retirement to understand all the options available to help them achieve the retirement they’ve always envisioned.
When you work with an advisor from Ferguson Financial you are working with an Income Specialist who understands the best ways to help preserve your savings, so you can use it as a renewable source of income in retirement.
When you work with a financial advisor from Ferguson Financial, you are working with a Retirement Income Specialist who understands the best ways to help preserve your savings.
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At Ferguson Financial we actively engage with you to clearly define your long-term investment objectives then construct an investment strategy based on your long-term objectives
Ferguson Financial has helped affluent families of the Minnesota area grow and preserve their wealth for more than 2 decades. We will provide thorough insight on IRA Legacy Planning, Long Term Care Policies, Asset Preservation and more.
We Are a Proud Member of The Retirement Income Store®, LLC
The Retirement Income Store®, LLC is comprised of a national network of financial advisors who specialize in income-generating investment strategies designed to help protect your retirement savings.
As a Retirement Income Store, Greg Ferguson is uniquely qualified to help you enjoy financial peace of mind through reliable streams of income you can count on well into retirement.
Ed Slott and Company is the nation’s leading source of IRA expertise for financial advisors.
Your Ideal Retirement Awaits!
Let's Plan the Retirement You've Always Envisioned
4 Ways We Can Help You Do So
1. Risk Reduction
Our Income-based approach to planning and saving for retirement can help to reduce your exposure to market risk and economic uncertainty.
2. Income Generation
Our focus on income-generating investments means we can help you establish renewable streams of income you can count on well into retirement.
3. Tax Minimization
Our tax savings strategies can help you avoid paying more in taxes than you are legally obligated to.
4. Social Security Maximization
We can help to ensure that you’ve done all you can to maximize your social security benefits and avoid leaving money on the table from this important retirement resource.
Virtual office appointments also available
Preview our short animated video which illustrates some important facts about retirement. By understanding how certain patterns tend to repeat themselves in the financial markets, you’ll be better prepared to avoid damaging losses to your retirement savings. If you like what you see, you can also sign up to watch the other videos in our animated series.
What Our Clients Are Saying
*Unpaid client reports via Angie’s List
Get Your Retirement-Related Questions Answered
“Will I still be able to retire? Can I stay retired? When’s the best time to claim my Social Security benefits?”
We are here to help.