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1305 Vierling Drive, Shakopee, MN 55379

612-618-2848
dave@belayfinancialservices.com
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What Is Belay Financial

We want to be more than your advisor – we seek to be your partner, your coach, and your friend.

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Come As You Are

Our experienced professionals can help you with each and every one of your financial concerns, no matter what the net worth of your portfolio may be.

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ARE YOU RETIREMENT READY?

At Belay Financial Services, we are eager to serve as your financial advisor and your source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are specifically tailored to your unique needs.

Our Services

Focused on You

Oftentimes, people can fail to realize all of the services that a financial advisor can offer. We are more than just an old school stock broker or an insurance agent – we strive to leverage our resources and experience to provide a thorough solution that we believe is in your best interest, even if it means referring you to a specialist that isn’t affiliated with our firm. We are always working with a focus on you, and that means doing everything we can to help you live out the life you’ve always dreamed of.

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"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Designed for You

A New Approach to Handling Your Finances

For many of our clients, their biggest concerns usually have something to do with not having enough money to retire, outliving their income, being unable to afford a major life event, and ensuring that their  families are taken care of after their death. Our firm can help you alleviate each and every one of these concerns so that you can prepare for your future worry-free.

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"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

LEARNING CENTER

We believe that by educating yourself about your finances and what else you can do to prepare for the future, you empower yourself to take control and feel comfortable and confident in your success.

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.
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Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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Tell Us How We Can Help You Today

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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.
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