Levi J. Befort

CMFC

Financial Advisor

Retirement planning designed to give you

Clarity

Confidence

Control

We work with individuals, families, and Mayo Clinic professionals approaching or in retirement who want a clear, coordinated plan for income, taxes, and long-term financial security.

(507) 535-3542

2774 Commerce Drive NW,
Suite A
Rochester, MN 55901

lbefort@wradvisors.com

hello@prinvestadvisors.com

Contact Us Meet the Team
A simple, structured approach to your retirement

A simple, structured approach to your retirement

Step 1: Understand Where You Are Today

  • We analyze your current financial position, investments, and risks.

Step 2: Identify Gaps and Opportunities

  • We uncover blind spots - tax inefficiencies, income risks, and missed opportunities.

Step 3: Build Your Retirement Strategy

  • You leave with a clear plan for income, taxes, investments, and long-term security.
Why Clients Choose Prinvest Advisors

Why Clients Choose Prinvest Advisors

  • Fiduciary advice - your best interest comes first

  • Over 90 years of combined experience

  • Focus on retirement income, not just accumulation

  • Independent structure supported by LPL Financial, allowing for personalized, independent recommendations.

What This Means For You


  • Know exactly when you can retire

  • Feel confident your income will last

  • Make informed decisions during market volatility

  • Reduce unnecessary taxes over time

  • Stop second-guessing your financial future

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