Joe Bloodgood, Cfp®, Aif® Email & Phone Number

Joe joined Boulay Financial Advisors, LLC in 2013 and has more than 10 years of experience in wealth management, financial planning and retirement plan consulting. He provides wealth management services to individuals, business owners, and corporations. He assists clients in defining and achieving their financial goals and objectives while providing growth strategies and strategic planning ideas. Joe consults with corporate clients regarding qualified and nonqualified retirement plans and facilitates the successful design and implementation of their plan. He also provides fiduciary training and ongoing consulting, investment advice and employee education for his corporate clients.Boulay works with individuals, closely-held businesses and public companies who are, or who aspire to be financially successful. Its focus is to protect its clients’ businesses, build their wealth and secure their future by partnering with them and integrating its depth of experience in accounting, tax and financial consulting services designed to “help them get there.”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.Third party posts do not reflect the views of Valmark Securities or Boulay and have not been approved prior to posting.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design)in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Contact Joe at:952-893-3805jbloodgood@boulaygroup.com

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  University Of Minnesota-Twin Cities

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