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






At Grey Fox, we provide assistance in the following areas


For Individuals and Families


Retirement Income Planning


When can I retire? Am I saving enough? How do I replace my paycheck in retirement? How much can I spend in retirement? Can I afford to switch careers? What happens if... 


Investment Planning


How do I invest my money when I retire? In what order should I spend my assets? 


Estate Planning


How can I protect what I leave to my kids? How do I plan for what happens to my assets when I'm not here? 


Insurance Planning


Do I have the right amount of insurance? What is Long-Term Care Insurance? What health insurance do I need? What Medicare options should I elect?


Social Security Planning


When should I take social security?


Products We Offer

  • Traditional & Roth IRAs
  • Mutual Funds
  • Investment Portfolio Strategies
  • Annuities (Fixed, Income, Indexed, and Variable)
  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Insurance
  • Health Insurance* 



For Businesses


Retirement Plans

  • 401(k) & 403(b) Plans
  • SEPs & SIMPLE IRA Plans
  • Pension Plans
  • ESOPs
  • Nonqualified deferred compensation plans


Group Insurance


Disability, Life, Health, Dental, & Vision


Owner & Executive Solutions

  • Exit Planning
  • Buy-Sell Strategies
  • Buy-Sell Review
  • Informal Business Valuation
  • Transfer Strategies
  • Employee Stock Ownership (ESOP)


Business protection

  • Key Person Insurance (for life and disability)
  • Overhead Expense Insurance
  • Stay Bonus
  • ESOP Repurchase


Key Employee Benefits

  • Nonqualified Deferred Compensation Plans
  • Compensation Design
  • Executive Bonus Plans


*Not all products offered by or through Principal Financial Group(r)



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