Levi J. Befort

CMFC

Financial Advisor

(507) 535-3542

2774 Commerce Drive NW, Suite A
Rochester, MN 55901

lbefort@wradvisors.com

hello@prinvestadvisors.com

Make a plan to fund your future

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, we can help you make a plan to pursue your goals.

Services for your business

Services for your business

Your business has unique needs, and we have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

Helpful content

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

Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
Learn More
Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn More
Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
Learn More

Questions? Let's connect

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