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Guide, Feedback, and Issue Reporting

Minneapolis 952.835.1560
Albert Lea 507.373.8216
Hudson 715.220.4043
info@iscfinancialadvisors.com
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RETIREMENT PLAN CONSULTING

We invite you to discover and experience the depth of our services.

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OUR TEAM APPROACH

Our team approach adds perspective to all we do and provides increased benefits
to our clients.


WEALTH MANAGEMENT

We help clients with investing, insurance, estate conservation, and preserving
wealth.

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UNDERSTANDING

Take the mystery out of investing and preserving wealth.


 


WHO WE ARE

We are committed to providing a high level of service that stands apart from the
rest.

 


HOW WE WORK

We work with you to create customized strategies that address your personal
needs.

 


WHAT WE OFFER

We offer comprehensive wealth management and retirement planning strategies.

 


CUSTOMIZED FINANCIAL STRATEGIES FOR THE MANY MILESTONES IN LIFE

In an ever-changing financial climate, it can be difficult to confidently create
a financial strategy, let alone have the time to manage one that can grow with
you over the years. But without an up-to-date and flexible strategy in place, it
can be difficult for you to achieve your goals.

ISC Financial Advisors is an independent financial services firm dedicated to
assisting clients with their greatest financial concerns. We offer comprehensive
investment management and financial strategies coupled with unbiased advice and
recommendations. Our utmost goal is to provide customized strategies that can
grow with clients throughout the many milestones of life. We take pride in
knowing we have helped young professionals, growing families, and retirees
pursue their financial dreams.

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WANT TO BE SMARTER WITH YOUR MONEY?

Join our mailing list and get news and info to support your financial goals.

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Last Name
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Address


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HELPFUL CONTENT


ALTERNATIVE INVESTMENTS - GOING MAINSTREAM

Alternative investments are going mainstream for accredited investors. It’s
critical to sort through the complexity.


WHAT’S YOUR INVESTMENT IQ?

You make decisions for your portfolio, but how much do you really know about the
products you buy? Try this quiz


THE RULE OF 72

Do you know how long it may take for your investments to double in value? The
Rule of 72 is a quick way to figure it out.

 
 * Articles
 * Calculators
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INVESTING FOR IMPACT

Learn how to build a socially conscious investment portfolio and invest in your
beliefs.

FINANCIALLY SAVVY AT SIX FIGURES

Help your clients with these practical steps to make the most of their
six-figure income.

HOW RETIREMENT SPENDING CHANGES WITH TIME

It can be difficult for clients to imagine how much they’ll spend in retirement.
This short, insightful article is useful.

DO YOUR KIDS KNOW THE VALUE OF A SILVER SPOON?

You taught them how to read and how to ride a bike, but have you taught your
children how to manage money?

THE PRE-RETIREMENT CHECKLIST

This checklist can give you a quick snapshot of how prepared you are.

INVESTMENT CHALLENGES OF THE AFFLUENT INVESTOR

Affluent investors face unique challenges when putting together an investment
strategy. Make sure you keep these in mind.

VIEW ALL ARTICLES

SHOULD I PAY OFF DEBT OR INVEST?

This calculator will help determine whether you should invest funds or pay down
debt.

FEDERAL INCOME TAX

Use this calculator to estimate your income tax liability along with average and
marginal tax rates.

WHAT IS THE DIVIDEND YIELD?

This calculator helps determine your pre-tax and after-tax dividend yield on a
particular stock.

HISTORICAL INFLATION

This calculator shows how inflation over the years has impacted purchasing
power.

TAX FREEDOM DAY

Assess how many days you'll work to pay your federal tax liability.

ESTIMATE YOUR RMD

Help determine the required minimum distribution from an IRA or other qualified
retirement plan.

VIEW ALL CALCULATORS

SHOULD YOU EVER RETIRE?

A growing number of Americans are pushing back the age at which they plan to
retire. Or deciding not to retire at all.

THE POWER OF COMPOUND INTEREST

Learn how to harness the power of compound interest for your investments.

WHEN DO YOU NEED A WILL?

When do you need a will? The answer is easy: Right Now.

RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

THE RULE OF 72

Do you know how long it may take for your investments to double in value? The
Rule of 72 is a quick way to figure it out.

RIGHTSIZING FOR RETIREMENT

What does your home really cost?

VIEW ALL VIDEOS


HOW CAN WE HELP?

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GET FINANCIAL NEWS & UPDATES DELIVERED TO YOUR INBOX

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LATEST BLOG POST

GOOD NEWS, BAD NEWS

March 12, 2024

How med-tech innovations are saving lives and boosting the stock market. In this
blog, Tom shares his personal story of how his family benefited from healthcare
advancements, and why he is optimistic about the future.

NOW HIRING - OPERATIONS ASSOCIATE

March 04, 2024

We are looking for a motivated and detail-oriented operations associate to join
our team and support our 401K and private wealth operations. You will be
responsible for various tasks related to client service, data management,
cash...

WHAT ISSUES SHOULD I CONSIDER WHEN USING A REVERSE MORTGAGE?

January 23, 2024

Explore the potential of reverse mortgages with our comprehensive checklist.
Understand eligibility, usage, risks, and alternatives. Let’s navigate your
financial journey together.




Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.

ISC Financial Advisors is an independent Registered Investment Advisor (RIA)
registered with the United States Securities and Exchange Commission (SEC). 
Advisory services are only offered to clients or prospective clients where ISC
Financial Advisors and its representatives are properly licensed or exempt from
licensure.  Investment advice may only be given within the context of our client
service agreement with each client.”ISC Financial Advisors is an independent
Registered Investment Advisor (RIA) registered with the United States Securities
and Exchange Commission (SEC).  Advisory services are only offered to clients or
prospective clients where ISC Financial Advisors and its representatives are
properly licensed or exempt from licensure.  Investment advice may only be given
within the context of our client service agreement with each client.”

ISC Financial Advisors is an independent Registered Investment Advisor (RIA)
registered with the United States Securities and Exchange Commission (SEC). 
Advisory services are only offered to clients or prospective clients where ISC
Financial Advisors and its representatives are properly licensed or exempt from
licensure.  Investment advice may only be given within the context of our client
service agreement with each client. 

ADV Part 2A, ADV Part 2B, ADV Part 3

.

CONTACT

ISC Financial Advisors

MinneapolisOffice: 952.835.1560Office: 507-373-8216

7760 France Ave. S.
Suite 270
Minneapolis, MN 55435

Albert Lea
Office: 507.373.8216
200 North Broadway Avenue
Albert Lea, MN 56007

Hudson
Office: 715.220.4043
615 2nd St.
Hudson, WI 54016


info@iscfinancialadvisors.com



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