Teach •  Wealth •  Innovation

               We are a financial planning & strategic resource.




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As a CERTIFIED FINANCIAL PLANNER™, our firm is established as a fee-based wealth advisory service, thus aligning our clients' interests with our own. This means we are paid for services, not excessive product commissions. A complete list of our service offerings is available at the link below.  We are located in Minneapolis, MN and serve clients nationwide.


2014 Program Offerings (Click for PDF)



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