Casey Financial Services, LLC

Casey Financial Services, LLC I am a dedicated advisor with a passion for helping clients truly thrive in retirement. (Osaic) member FINRA/SIPC.

Since 2006, I have has been guiding individuals toward financial security, leveraging my expertise in advising, financial planning, and strategic wealth management. Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic. "This communication is s

trictly intended for individuals residing in the state(s)of AZ, CA, CO, FL, GA, IL, MN, MO, ND, NE, NJ, NV, VA, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced."

06/02/2026
05/27/2026

Thinking about a Roth Conversion?

In this video, we break down what it is, how it works, and why it may be worth considering as part of your retirement strategy. Reach out to us if you’d like to connect or discuss your situation further.

You’re getting ready for the trip of a lifetime – your retirement. Now’s the best time to make sure you’ve packed the es...
05/21/2026

You’re getting ready for the trip of a lifetime – your retirement. Now’s the best time to make sure you’ve packed the essentials before embarking. As your tour guide to retirement, I’m here to help ensure you’re prepared.

Throughout the journey to retirement readiness, there are a variety of signposts and roadside attractions to look out fo...
05/18/2026

Throughout the journey to retirement readiness, there are a variety of signposts and roadside attractions to look out for on your adventure. Life insurance, annuities, longevity planning, and disability insurance are often overlooked when preparing for retirement. Contact me and we can help you plan for your biggest adventure yet.

Planning is an essential part of your retirement journey. Take a look at this helpful resource that shows what you can e...
05/14/2026

Planning is an essential part of your retirement journey. Take a look at this helpful resource that shows what you can expect. The resource explores the three phases of your clients’ journey – growth, protection, and spending. Reach out to me for more information.https://image.engage.highland.com/lib/fe3311727364047c761176/m/1/e36bb629-2966-4e7f-a35e-040e96e684fd.pdf

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In t...
05/11/2026

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In the days ahead, we will be offering even more retirement planning details to help you prepare for your greatest adventure yet. In the meantime, please share with us where you’d like to travel to in your retirement.

04/28/2026

Avoiding retirement isn’t the goal—avoiding the wrong moves is. Here are some of the most common retirement planning mistakes people make (and how you can stay one step ahead). Watch before you plan your next move.

🌟 April is Financial Literacy Month! 🌟💡Let's take a moment to celebrate the importance of understanding our finances and...
04/18/2026

🌟 April is Financial Literacy Month! 🌟💡

Let's take a moment to celebrate the importance of understanding our finances and making smart money choices. 💪💡

Whether you're a finance wizard or just starting to dip your toes into the world of money management, this month is the perfect time to enhance your financial knowledge and skills. 📚💡

From budgeting and saving to investing and preparing for the future, there's much to learn and explore! 💡✨

Consider spreading the word and tag your friends who might benefit from this financial journey. Together, we can build a community that rocks at managing our money! Happy Financial Literacy Month, everyone! 🎉💡

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Bloomington, MN

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