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Let's Get Started

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Organize

With the growing complexity of your financial life, finding balance can be challenging. Our professional technology and personal guidance help you organize, focus, and afford time for the aspects of life that bring you joy.

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Plan

Taking the time to understand your unique values and needs, we help you design your future. We bring together clients, their advisor, and trusted specialists to provide the planning, tools, and experience to help you reach your goals.

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Advocate

Life often unfolds differently than we expected - that's why we continue to monitor and collaborate with you to refine your plan, empowering you with the knowledge and confidence to handle diverse financial challenges.

Supporting Our Clients

SUPPORTING OUR CLIENTS

TRANSPARENTLY


          SEE ALL SERVICES          

OUR CLIENT RELATIONSHIPS

High on laughter - low on drama, we operate with the intensity necessary for the task at hand. We work best with individuals and families looking to organize and strategize with a collaborative partner to save them time and energy in moving the needle towards accomplishing their goals.

The benefit? More time and energy to put towards their passions and interests, while preparing themselves with the knowledge and tools to face financial decisions with more confidence.

Becoming a client is generally a 3-4 meeting process from signing to plan implementation depending on the complexity of your case, and plenty of work behind the scenes evaluating the options that serve your goals best.

We start with a no-cost consultation to align our perspectives and ensure a mutual fit. After your plan is in place we will set a review schedule to ensure you have the support you need, while your advisor is of course only a click or call away when you have a question or need guidance.


GETTING STARTED IS EASY


Discover

ALIGN

Design

EVALUATE

Develop

PROPOSE

Deploy

ENACT

Deliver

ACCESS

No-Cost Consultation

A trusting client-advisor relationship is the foundation of a strong financial plan. Virtual or in-person, your first meeting with us is complimentary, allowing you and your potential advisor to determine mutual fit and the scope of services necessary to complete your objectives.

More About Our Process

Confirmation Interview

Once we have gathered your important financial documents and uploaded them to your secure client vault, we'll confirm the information with you, and bring up any further considerations unique to your overall situation.

Analysis and Recommendations Delivery

After case analysis and collaboration with relevant specialists, your advisor will present a plan that aligns with your goals, risk tolerance, and values. Life happens, so your plan is built to change and grow with you.

Plan Implementation

Agreed on strategies are put into action, and we will together decide on a review meeting schedule that makes sense for you.

Ongoing Access to your Advisor

Whether you have a financial question, an order to place, or life just happens, your advisor and their team are a phone call or click away.
We are our clients' biggest advocates for life and wealth goals.

Read More About Our Approach

Ready for personal financial advise?


Schedule a No-Cost Consultation Today

Our team merges the expertise and capabilities of a large organization
with the personal attention of a dedicated team

IN SHORT, DELIVERING YOU
PERSONAL FINANCIAL ADVICE


You can trust your advisors and service team genuinely want to see you succeed. We do our best to prepare our clients for a variety of financial situations, but when you're on the fence about a decision or life gets in the way of your plan, you can always talk to your advisor and get advice that's actually personal to you.

MEET YOUR TEAM  FIND YOUR ADVISOR TODAY

Our Locations

Main Branch
Rochester, MN


1741 2nd Street 
Rochester, MN 55902

Get Directions

1.800.323.9171


Mankato, MN


105 Arrowwood Court
Mankato, MN 56001

Get Directions

507.345.1324

North Loop
Appointments Only

323 Washington Ave N

minneapolis, MN 55401


Get Directions

1.800.323.9171

Virtually,
Anywhere!


Conducted through Microsoft Teams




To schedule your no-cost consultation, call 1.800.323.9171 or
Click Here to Schedule an Appointment Online!

Have a question? Ask an Advisor

Contact us for appointments or questions


Schedule an Appointment


  • CLIENT
    LIBRARY

    Stocked with resources: videos, tools, calculators, infographics, and digestible articles on topics relevant to you.

    CHECK IT OUT

  • APPRECIATION &
    EDUCATION EVENTS

    We put a focus on fun social
    and educational events for our
    clients and their loved ones.

    UPCOMING EVENTS

  • tAKE RESOURCES
    ON-THE-GO

    Sign up for emailed monthly insights, current event articles, the new Bi-Monthly Retirement Newsletter, or get notified of events!

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