& Thank You for Visiting!
Are you working with an independent, fee-based CERTIFIED FINANCIAL PLANNER™? Being fee-based means we are paid for services, not excessive product commissions. Because we are paid
directly by our clients, we avoid product bias inherent within banks and large fund companies. Our firm is located in
Minneapolis, MN and serves families nationwide. Our focus is three-fold:
- Retirement Planning
- Risk-Managed Portfolios
Planning for Families & Small Businesses