Business Details
36 Years
experience
Your Trusted Partner for Financial Planning Solutions
Lindblad Group has dedicated itself to simplifying complex financial concepts and empowering clients through comprehensive education in retirement, investment, and estate planning. Since 1990, our team has prioritized personalized guidance, ensuring clients make informed decisions that align with their unique goals. Our approach emphasizes exceptional customer service, ethical practices, and a commitment to lifelong learning. We leverage advanced planning tools and maintain affiliations with industry leaders like New York Life to deliver tailored solutions.Our advisors hold prestigious designations such as CLU and ChFC, demonstrating deep expertise in wealth preservation strategies. By maintaining transparency in all communications and focusing on long-term client relationships, we aim to position individuals and businesses to achieve financial security while adapting to evolving needs.
Services
Financial Advisory Services
Retirement Planning
Investment Management
Insurance Solutions
Estate Planning
Annuity Products
Business Financial Planning
Wealth Preservation Strategies
Risk Management Consultation
Employee Benefits Planning
Details
- Year established: 1990
Highlights and features
- We offer over 35 years of experience in financial advisory services
- Our team includes certified professionals with CLU and ChFC designations
- We provide customized planning tailored to individual retirement needs
- We maintain affiliations with top-tier financial institutions like New York Life
- Our advisors hold FINRA Series 6, 63, and 65 securities licenses
Associations and certifications
- Million Dollar Round Table (MDRT)
Services
Financial Advisory Services
Our financial advisory services provide personalized guidance for retirement, investment, and estate planning. We analyze individual financial situations to create customized strategies that address wealth preservation and growth. Our advisors combine market expertise with risk assessment to develop solutions aligned with clients' long-term objectives.
Retirement Planning
Specialized retirement planning services focus on creating sustainable income streams and tax-efficient withdrawal strategies. We help clients navigate Social Security optimization, pension planning, and retirement account management. Our approach incorporates guaranteed lifetime income solutions to mitigate longevity risk.
Investment Management
Comprehensive investment management utilizes a disciplined approach beyond traditional asset allocation. We offer access to 10,000+ mutual funds and managed accounts through NYLIFE Securities. Our strategies consider risk tolerance, time horizons, and financial goals to build diversified portfolios.
Insurance Solutions
We provide life insurance products including whole, term, universal, and survivorship policies. Our solutions address estate planning, business succession, and income replacement needs. We also offer annuities for tax-deferred growth and long-term care insurance options.
Estate Planning
Estate planning services focus on efficient wealth transfer strategies using life insurance and trust structures. We help clients develop plans for business continuation, charitable giving, and minimizing estate taxes through coordinated legal and financial solutions.
People
Daniel Lindblad
Financial Adviser
Daniel Lindblad has provided financial advisory services since 1987, holding CLU and ChFC designations. He founded Lindblad Group in 1990 and specializes in retirement and estate planning strategies.
Roni Carlson
Administrative Assistant
Roni Carlson supports client operations as administrative assistant, managing day-to-day office functions and client communications for Lindblad Group.
Sharon Lindblad
Administrative Assistant
Sharon Lindblad serves as administrative assistant, providing client support and operational assistance for financial planning processes at Lindblad Group.
Questions
What financial services do you specialize in?
We specialize in retirement planning, investment management, estate strategies, insurance solutions, and business financial planning tailored to individual needs.
Are you licensed to operate in my state?
We provide services in 19 states including Arizona, California, Texas, and Washington. Check with us for specific state availability.
What credentials do your advisors hold?
Our advisors hold prestigious designations including CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant).
How do you approach investment planning?
We use a personalized approach combining risk assessment, financial goals analysis, and access to 10,000+ investment options through NYLIFE Securities.
Can you help with business financial planning?
Yes, we offer business solutions including employee benefits planning, risk management, and succession planning strategies.
