Welcome to the Northwoods! With a focus on retirement planning for small business owners and independent professionals across Minnesota, our clients tend to be between the ages of 30 & 55 with kids that are trying to determine how early they can retire! With the help of technology, an easy to follow process, and a clear set of values that put your interests first, we're able to make a difference in people's financial lives by reducing stress and freeing your time.
Services/Products
Financial Planning, Investment Management, 401(k) Plan Advice/Consulting, Investment Advice
Location
As a virtual practice, we meet clients across Minnesota face-to-face or via web conferencing apps like Skype or Google Hangouts.
Associations
Certified Financial Planner, Accredited Investment Fiduciary, Financial Planning Association, National Association of Personal Financial Advisors