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.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Learn More
Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
Learn More
And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Learn More

Questions? Let's connect

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