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The Team Behind Our Wealth Management Services
At Woolman Financial Group, we have the resources and talent to work with complex estate planning, investment, and tax situations1. We are a part of Securian Financial Network, a nation wide network of financial service firms and financial specialists. It is the marketing name for the sales and distribution arm of Securian Financial Group, Inc., its subsidiaries and affiliates, including Minnesota LIfe Insurance Company.*
Securian Financial Services's, an affiliate of Securian Financial Group, advanced planning staff in St. Paul, Minnesota supplements our own knowledge base and may be drawn on for specific case design. We also work closely with the Financial Design Group in Toledo, Ohio for additional consulting and teamwork.
Through our association with Securian Financial Services, Inc., we offer:
- Asset management services
- Trust services (including charitable trusts)
- Brokerage accounts (including margin accounts)
- Cash management program combining investment, checking writing, and MasterCard services all in one account with 24-hour customer service and no-fee ATM access
- Online bill paying with the option of automated recurring payments
- Asset-based lending programs.
Our Network...
Securian
Financial Design Group
*Securian Financial Group, Inc. is the parent corporation of Minnesota Life Insurance Company. Certain financial highlights are presented at the parent level only.
1. This information is a general discussion of the relevant federal tax laws. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. This information is provided to support the promotion or marketing of ideas that may benefit a taxpayer. Taxpayers should seek the advice of their own tax and legal advisors regarding any tax and legal issues applicable to their specific circumstances.