Working with a financial planner can be helpful in securing your financial future, whether it’s deciding to buy a new home, planning for retirement or your children’s education.

Financial planning is working toward accomplishment of your life goals through management of your finances. You are the focus of the process and we will first focus on your needs before recommending a course of action. Here is how it normally works:

       • Establish and define the client—planner relationship

       • Gather your data including goals

       • Analyze and evaluate your financial status

       • Develop and present your financial plan, including
         recommendations and/or alternatives

       • Implement financial planning recommendations

       • Monitor progress and update the plan

Sanum will help create a comprehensive financial plan tailored to you and implement the plan enabling you to better live out  your purpose in life.  Sanum's conservative approach will help you live comfortably today and protect your future and the legacy you want to leave.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity.    |   Member FINRA    |   Member SIPC

Insurance products offered through Rose Koch Agency and Dennis Koch Agency, doing business as Sanum Financial Services

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Sanum Financial Services
115 South Broadway
Crookston MN 56716

218.281.3515

Working with a financial planner can be helpful in securing your financial future, whether it’s deciding to buy a new home, planning for retirement or your children’s education.

Financial planning is working toward accomplishment of your life goals through management of your finances. You are the focus of the process and we will first focus on your needs before recommending a course of action. Here is how it normally works:

       • Establish and define the client—planner
          relationship

       • Gathering your data including goals

       • Analyze and evaluate your financial status

       • Develop and present your financial plan,
         including recommendations and/or
         alternatives

       • Implement financial planning recommendations

       • Monitor progress and update the plan

We will help you create a comprehensive financial plan tailored to you and implement the plan enabling you to better live out  your purpose in life.  Our conservative approach will help you live comfortably today and protect your future.

Working with a financial planner can be helpful in securing your financial future, whether it’s deciding to buy a new home, planning for retirement or your children’s education.

Financial planning is working toward accomplishment of your life goals through management of your finances. You are the focus of the process and we will first focus on your needs before recommending a course of action. Here is how it normally works:

       • Establishing and defining our
         client—planner relationship

       • Gathering your data including
        goals

       • Analyzing and evaluating your
         financial status

       • Developing and presenting your
         financial plan, including
         recommendations and/or
         alternatives

       • Implementing the financial
       planning recommendations

      • Monitoring progress and updating
          the plan

We will help you to create a comprehensive financial plan tailored to you and implement the plan enabling you to better live out  your purpose in life.  Our conservative approach will help you live comfortably today and protect your future.