CONNECT

Address:

323 N Washington Avenue<br>Suite 200
Minneapolis, MN 55401

Phone:

952-222-3589

Fax/Other:

612-276-2099

Individuals & Families

Our Process

To keep it simple, it starts with getting to know you, your family, your passions, and your purpose. From there, we let our experience take over to help you create a personalized strategy.

  • Step 1 - The Discovery Meeting

    Our Discovery Meeting objective is to get to know each other. We don't give advice until we fully grasp your situation, so this is where we ask questions to learn more about you. We want to feel comfortable with each other, so this is a great opportunity for you to learn about us as well.

     
  • Step 2 - Our Team Gets to Work

    Using our experience, we analyze your situation. Our team seeks to know what it is that you want to accomplish, and we now know what assets you have available to make that happen. Working with the tools available to us, we assemble options for you to create your retirement strategy.

     
  • Step 3 - We Educate

    At this point, we explain risks and opportunities as they pertain to you and we discuss trade-offs to various solutions. Our goal in this meeting is to educate you so that you can make confident decisions in building your personal retirement strategy.

     
  • Step 4 - Putting the Plan in Place

    If you decide to take the next step with us, we assemble your strategy. Together we will come up with an implementation schedule, discuss product specifics, and fill out applications. Depending on your situation, putting your plan into place may take a week, or a decade.


  •  

Our Ongoing relationship

A good guide doesn't just pack the canoe and wave as you paddle away. They go with you, and so do we. Our promise to our clients is to be there for them, monitor their plan, and make adjustments as necessary. It gives us purpose to be a part of our clients journeys.

 

Services We Offer to Our Clients

  • Retirement income planning
  • Social Security planning
  • Medicare/Health Insurance planning
  • Legacy/Estate planning
  • Long Term Care planning
  • Asset Management Strategies


  •  
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck