Home | Lakeshore Group Wealth Management

Jason Ledermann

CFP®, AWMA

Financial Advisor
Waddell & Reed

952-345-1408

3601 Minnesota Drive, Suite 550
Bloomington, MN 55435

jasonledermann@wradvisors.com

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Meet the Team

Contact Us

Meet the Team

Matthew Anderson

Financial Advisor
Waddell & Reed

952-345-1427

3601 Minnesota Drive, Suite 550
Bloomington, MN 55435

manderson@wradvisors.com

Contact Us

Meet the Team

Contact Us

Meet the Team

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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When Markets React

When markets shift, experienced investors stick to their strategy.

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It begins with a plan

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process

WealthLink

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with us to create a plan to pursue your financial goals.

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Client Resources

We offer a full library of resources to help boost your financial planning knowledge.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

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This calculator may help you estimate how long funds may last given regular withdrawals.

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<p>Filing Final Tax Returns for the Deceased</p>

The federal government requires deceased individuals to file a final income tax return.

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