Dedicated To Your Success!

At Espeland & Associates CPAs, Ltd. we understand that a person's financial health requires a variety of dedicated professionals. Through our network of preferred vendors we can assist you in arranging for financial planning, investment portfolio management services, retirement planning services, along with legal services in an integrated and holistic manner. 

Here are the links to our Preferred Vendors, each of whom stand ready to assist you. Like ourselves, the initial consultation with each of these recommended vendors is free of any charge or obligation. So feel free to contact them at your convenience. 


 
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JON HALVORSON | CFP
FINANCIAL ADVISOR, BREITENFELDT GROUP
877-732-9800

  • Financial Planning for retirees or soon to be retirees
  • Special expertise in Social Security planning (and related rules)
  • Complete Medicare planning and servicing

 

 

VENDOR TWO
DEF portfolio management services

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VENDOR THREE
GHI financial Advisors

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