Wealth Management Industries Resources Careers Find an Advisor About Us Contact Us Client Payment Login INSURANCE STRATEGIES Ask a question PLANNING FOR THE UNEXPECTED Planning for retirement also means preparing for situations that can happen in your lifetime. Our team advises you on which risk management strategies can best meet your needs by reviewing your current insurance policies and making sure the coverage meets your current and future needs. HOW WE HELP YOU GET THERE Personal Planning: Life Insurance Disability Income Insurance Long-Term Care Insurance Annuity Acquisition and Review (Immediate, Fixed, Variable, Indexed) Charitable Gift Planning Estate Planning Business Planning: Buy/Sell Agreement Review and Financing Key Person Insurance Acquisition and Review Split Dollar/Executive Bonus Planning Deferred Compensation Planning Salary Continuation Planning Our deep industry knowledge allows us to simplify the complex landscape of insurance to best meet your needs. Considering your overall personal financial plan, we ensure your insurance strategy and risk management plan help meet your financial objectives and lifestyle goals. Request a Meeting RELATED SERVICES Retirement Planning Business Succession Charitable Planning Estate & Trust Tax Optimization START YOUR SUCCESS JOURNEY Boulay’s WealthNAV™ Experience takes a step-by-step approach, guiding you through life’s journey. We explore what you value—your interests, hopes and goals to develop a personalized wealth and tax strategy plan. With ongoing evaluation, we help you visualize where you want to be in the future, helping you create clarity and an enduring legacy that passes on your values and wealth. Get Started with WealthNAV™ WEALTH MANAGEMENT TEAM LATEST INSIGHTS View more insights November 24, 2021 A BRIEF HISTORY: ESOPS & EMPLOYEE OWNERSHIP Many people are surprised to discover the numerous benefits that Employee Stock Ownership Plans (ESOPs) … Read Full Post November 24, 2021 PROPER WORKER CLASSIFICATION FOR EMPLOYMENT TAX COMPLIANCE Changing Workforce and Laws The COVID-19 pandemic changed many aspects of our life and work. … Read Full Post GET A REVIEW OF YOUR EXISTING INSURANCE STRATEGIES Boulay’s Wealth Management Advisors help guide business owners, executives, entrepreneurs, and wealthy families with solutions for managing personal and business obstacles. If you are ready to move forward, contact us today. Request a Meeting SUBSCRIBE TO OUR NEWSLETTER SUBSCRIBE NOW CONTACT Eden Prairie, MN Minneapolis, MN (952)893-9320 Naples, FL (239)325-1100 COMPANY About Us Services Industries Knowledge News & Events Careers Contact Us Secure File Transfer Disclaimer Privacy Policy Peer Review Report ADV Document Form CRS Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC |©2021 Boulay | All rights reserved. FINRA BROKER CHECK