Gifford Financial

Based in Minneapolis, Gifford Financial is a financial advising firm specializing in services for physicians and dentists. Its advisors provide individualized guidance for clients in medical and dental fields, while its planning process also applies to others seeking to improve their financial situation. Services include goal identification, risk management, asset allocation review, debt and tax minimization strategies, education expense planning, retirement planning, and business planning. Investment offerings include brokerage accounts, annuities, education funding options, custodial accounts, and individual and group retirement strategies. Insurance services cover life, disability, long-term care, business overhead and loan protection, employee benefits, health, property and casualty, auto, home, umbrella liability, business, and malpractice coverage. Referrals to outside tax and legal specialists are available upon request.