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GermanLawGroup

Estate Planning & Medicaid Attorneys in Grand Forks , North Dakota

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Home » Services » Financial Planning Assistance in North Dakota & Minnesota

Financial Planning Assistance in North Dakota & Minnesota

No matter your income, you must have a plan that works for your financial situation. Far too many people do not manage money effectively, leaving them vulnerable due to a lack of emergency savings, high debt bills, and too little money for retirement. Whether you are rich or poor, if you do not have a plan for your money, it will be harder for you to achieve financial success.

German Law can help you. Our firm provides financial planning assistance to clients in Minnesota and North Dakota. Our legal team has an in-depth understanding of the types of accounts that can help you to grow your wealth and of the legal tools you can use to protect your nest egg.

Whether you’re just starting your career or are in retirement and need help making your money last, our firm can provide the guidance and advice you need to make smart money choices. Give us a call today to find out more about how we can provide personalized advice and to get answers to questions you to questions including:

  • When do I need to get financial planning assistance?
  • What kindof financial planning assistance is available?
  • How can German Law provide financial planning help in North Dakota and Minnesota?

When Do I Need to Get Financial Planning Assistance?
It is important to get financial planning assistance as soon as you begin earning an income. When you are young and your salary has not yet climbed due to advancing in your job, you should be eligible to make the maximum contributions to tax-advantaged retirement accounts that phase out when you have a higher income. You can invest strategically in accounts that give you tax breaks and can take advantage of compound interest to help you achieve financial success.

You should also get financial planning help at any phase in your life if you do not already have a comprehensive plan in place for managing money, saving, and investing. Plans must be age-specific and tailored to your risk tolerance and future financial goals.

Developing a strategy for wealth management can help you to avoid becoming one of the millions of Americans who are saving too little for retirement. Investopedia reported median savings for people age 55 to 64 is just $104,000, even though these workers are likely going to retire soon and a nest egg of this size would result in only $310 in monthly income.

As your life evolves, your financial planning will also evolve, changing as your assets and family change. The key thing is to get started, get a plan in place in case something happens to you, and make modifications as necessary to maximize your chances of financial security. An experienced attorney can help.

What Kind of Financial Planning Help is Available?

Since everyone’s financial situation and money goals are different, there is no one-size-fits-all approach to financial planning. It is important to get personalized advice specific to your income, goals for the future, family situation, and risk factors. German Law offers individualized assistance to all of our clients on a wide range of financial issues including:

  • Setting retirement goals and using tax-advantaged accounts like IRAs and 401(k)s to achieve those goals. Our firm helps you to understand contribution limits and to choose the right tax-advantaged retirement accounts to get the biggest possible tax breaks for retirement.
  • Setting other important financial goals, using the right types of accounts, and automating your savings to make meeting goals easier.
  • Reviewing contracts and legal documents before you sign and providing advice on what your rights and obligations are under the contract.
  • Reviewing financing agreements, including mortgage loans, to ensure loans are appropriate for your financial circumstances.
  • Protecting assets during your lifetime using trusts and other legal tools.
  • Facilitating the timely transfer of wealth to new owners after you pass away so you can leave a strong legacy.

If you want help with these financial planning matters or with any other aspects of making a solid plan to achieve financial security in the future, our firm is here for you.

How Can You Get Help from a Financial Planning Lawyer in North Dakota and Minnesota?

When you need an attorney you can trust to help with your financial issues, German Law is the firm you can turn to. Clients throughout North Dakota and Minnesota trust us to help them make financial plans because of both our legal knowledge and the financial acumen of our legal team.  We will put our experience to work to assist you with creating and carrying forth a plan to grow and protect wealth. Give us a call today to find out more about how we can help.

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TESTIMONIALS

Client Review
August 24, 2020
    

Needed to come in to get specific advice for our needs. The attorney spoke to us in terms we could understand, coming to our level and did not make up feel uncomfortable. They were very considerate and caring. We didn’t feel rushed. We felt like they cared and knew what they were doing.

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C.P., Minnesota
Client Review
August 24, 2020
    

We were wonderfully satisfied. Wayne did an outstanding job of explaining, diagramming and answering questions and concerns.

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JW & CD, North Dakota
Client Review
August 24, 2020
    

They were courteous, efficient, knowledgeable, and trustworthy.

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D.T., Minnesota
Client Review
August 24, 2020
    

Very helpful. Our children and us are are confident in your group.

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-Anonymous, Fargo, North Dakota
Client Review
August 24, 2020
    

"Very professional, covered all, expertise, friendly, peace of mind now."

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- Anonymous, North Dakota
Client Review
August 24, 2020
    

So much of a client's high or low opinion of an organization depends on their welcomed feeling. I felt that every time I visited the office, every person I talked with listened and took action on my concern or questions! They were also very friendly.

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~J.R., Grand Forks, ND
Client Review
August 24, 2020
    

From phone calls to signing the final documents I was treated with respect, kindness, and understanding by Wayne & Jenn. Every business that wants their business represented well should have someone like Jenn & Wayne. They both made me feel relaxed and assured I was at the right place at the right time at this time in my life. 

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~ Deborah Rucinksi, North Dakota 
Client Review
August 24, 2020
    

All of the paperwork was completed in a timely matter. Wayne was very good in explaining the trust to us. 

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~Anonymous
Client Review
August 24, 2020
    

Thank you for taking care of my finances after I am gone. I worried about probate once; hopefully this has been solved. Everyone was very polite and helpful. Thank you Katie for answering my questions, and also Jenn.

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- Anonymous
Client Review
August 24, 2020
    

This Avvo rating is killer and so deserved! You are the best brother! The only thing is I think the 10 rating is too low, in my book you go to 11! Congratulations on the award, you should be very very proud. See you at your Holiday party, thx for the invite.

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Anthony G., Los Angeles, CA
Client Review
August 24, 2020
    

Everyone at German Law was helpful and pleasant. I felt good about my decision, I thought I was doing the right thing for myself & my family. Wayne took his time and didn't rush, which is good because a lot of this can be over people's heads.

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A.W., Red Lake Falls, MN
Client Review
April 15, 2021
    

Excellent

Very interesting, informative and valuable information and ideas.

Valuable information.

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RP
Client Review
April 15, 2021
    

5 STARS! Thanks for allowing this to be on a webinar! Very interested in this topic.

Great Estate Planning Guide

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SD
November 25, 2022
    

John provided very short turn-around time that we needed. He built an amortization schedule that really met our needs. He was responsive and very easy to work with! Quick and easy!

 

Cammy was also very helpful and professional!

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November 25, 2022
    

Really Liked it.
Assisted by John Oelke

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November 25, 2022
    

Excellent!

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Where We Are

German Law
2650 32nd Avenue South, Suite O
Grand Forks, ND 58201
Phone: (701) 738-0060
Fax: (701) 738-0064

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Office Hours

Monday8:00 AM - 12:00 PM and 1:00 PM - 5:00 PM
Tuesday8:00 AM - 12:00 PM and 1:00 PM - 5:00 PM
Wednesday8:00 PM - 12:00 PM and 1:00 PM - 5:00 PM
Thursday8:00 AM - 12:00 PM and 1:00 PM - 5:00 PM
Friday8:00 AM - 12:00 PM

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