As a financial advisor based in Minnesota, we are on a mission to provide tax-efficient financial planning for people in Minnesota and across the country. 

Wealth Management Services

We identify your core values and goals and create a wealth management plan that provides you clarity and confidence, which typically includes:

• Fee-Based Financial Planning
• Portfolio Management
• Insurance Protection Strategies
• Alternative Investments i.e. Real Estate, Private Equity, etc. 
• Estate Planning and Tax Strategies 

Here are some examples:

• How much money do I need to retire?
• Can I take my grandchildren on vacation?
• What tax will I pay if I were to sell my house?
• How do I minimize my taxes?
• Should I be saving more?
• Which retirement plan is the right one to pick for my business?
• Do I have enough insurance?
• Which funds do I pick for my 401(k)?
• Do I invest in the stock market or pay down my mortgage?
• What money steps should I be taking in my 30s? 40s?
• How do I help my aging parents with their estate?
• What happens if Social Security benefits get cut by the government?
• What should I be doing with my finances after a divorce?
• What should I do with my bonus?
• I’m confused about my 401(k) safe harbor.
• Do I pay tax if I gift money to my grandchildren?

Our value is in the support we provide as you make decisions along life’s path. The mechanics of wealth management are the same – there’s not a major difference from one financial advisor to the next in that regard. 

Our highest and best value to you is the human aspect, the understanding of your psychology around money. We use that to best guide you to make the optimal decisions as you confront these and other life decisions that come up.

• A financial plan creates clarity about your major life goals and what you need to do to get there.
• Tax planning helps to minimize the tax impact of the decisions you make – because most life changes (marriage, divorce, selling a business, gifting money to children) come with tax implications.
• Prudent management of your investments aims to allow your portfolio to grow in order to reach the level you need to execute your life goals and outpace inflation. Our portfolio management process is risk-managed and customized to your specific risk tolerance.