Teach •  Wealth •  Innovation

         We are a financial planning & strategic resource.




Welcome & 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
  • Legacy Planning for Families & Small Businesses 

Click here for our 2014 Program Guide.


Click here to see how much we save our clients!





Click for the BBB Business Review of this Insurance Companies in Eden Prairie MN