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Terrie Amundson, CFP®

We empower retirees and business owners with tax-efficient financial strategies.

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The Heights Financial Terrie Amundson, CFP®
Inver Grove Heights, Minnesota

Serving Clients Nationwide

We empower retirees and business owners with tax-efficient financial strategies.

(651) 340-6197

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Terrie Amundson. I specialize in helping recent and soon to be retirees with tax efficient income planning. I can help you identify your dreams and work toward achieving your goals in this new stage of life.

I've served clients in the financial services industry for 30 years. I'm a former teacher/coach, and I fulfill my passion for coaching and education by helping my clients make informed decisions in their financial life. I do this by providing all pertinent information and translating it into easy-to-understand terms.

I live in Mendota Heights, MN with my wife, Christie, a Physical Therapist, and our 7 children. Having a family big enough to field an entire team, we stay active by playing a variety of sports and finding new adventures every time we explore new places.

I'm passionate about giving back to our community by volunteering as a Development Committee Member for ACES (Athletes Committed to Educating Students) and a Special Olympics Coach.

➕ Q&A with Terrie Amundson

Q: What is your proudest personal accomplishment?

A: Completing the Boston Marathon in 2006.

Q: Do you belong to any professional organizations?

A: I belong to Good Advisors Finish First, which is a community of advisors who collaborate in pursuit of better outcomes for clients.

Q: Why did you get into the financial services industry?

A: I had no understanding of financial products and dealt with only cash until after I graduated from college. This lack of knowledge led me to make a number of financial mistakes early on in my life and wanted to use my education background to help others not only mitigate mistakes but make sound financial decisions.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

5782 Blackshire Path, Inver Grove Heights, MN 55076

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

We primarily work with:

✅ Recent or soon to be retirees who have a tax professional they rely on to file their taxes, but would like strategic planning to be proactive about their tax situation

✅ Recent or soon to be retirees who want information needed to make educated decisions about Social Security, Retirement Plans, Portfolio Allocation and Sustainable Retirement Income Levels

✅ Recent or soon to be retirees who understand the importance of and want to limit the downside participation of their portfolios, but are not interested in the cost or complexity of annuities

✅ Recent or soon to be retirees who are not just excited to be “retiring from” something, but want collaborative guidance on what they are “retiring to” and if their dreams are long term financially sustainable

✅ Business Owners who need tax planning

✅ Business Executives who want comprehensive strategies on Stock Option & Executive Compensation decisions

✅ People who want to work with a CERTIFIED FINANCIAL PLANNER™ but may not want to move their portfolio

✅ People who value money not in and of itself but for how it can be used as a tool to enhance their lives

✅ People who will openly share their values, goals and concerns with us so we can best serve them

✅ People who are kind and like to work with kind professionals.

Education

Luther College Bachelor of Arts - BA, Mathematics Teacher Education

Hobbies and Interests

  • Family
  • Running
  • Sports

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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