CONNECT

Address:

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

Phone:

952-222-3589

Fax/Other:

612-276-2099

Services

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