Financial Planning and Investment Management  

We have three ways to serve your needs.

 
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Wealth Management

Comprehensive Wealth Management


For those who need integrated Financial Planning and Investment Management.

  • Creation of Full Personal Financial Plan
  • Implementation of Financial & Investment Plan
  • Professional Portfolio Management
  • On-Demand Review/Advice/Plan updates 
  • Integrated Investment & Tax Planning
  • Fee based on the Amount of Assets Under Management

Financial Planning

Hourly Based Financial Planning


For those who manage their own portfolio of investments but need a plan as a guide.

  • Creation of Full Personal Financial Plan
  • Creation of Investment Plan
  • As-Requested Update Meetings
  • One-time or On-going Engagement
  • Fees are based on an Hourly Rate

Investment Management

Professional Portfolio Management


For those who want portfolio management with a savings strategy.

  • On-going Portfolio Monitoring and Rebalancing
  • Tax-Loss Harvesting
  • Optimum Asset Allocation
  • Low-Cost, Tax Efficient Investments
  • Globally-Diversified Portfolio
  • Fees based on the Amount of Assets Under Management
  • Traditional or Online

Not from Minnesota but still need Investment Help?  We offer Online Portfolio Management

Schedule a Meeting Today to see how we can serve you or Contact us if you have any questions.

Financial Planning  -  Investments  -  Retirement  -  Insurance  -  Advice  -  Tax  -  401(k) Services