Minnesota Offices – 320-587-3444
Ohio Offices – 877-842-9535
Tuesday, October 10, 2017 – Becoming Your Own Prince Charming
Tuesday, November 14, 2017 – Takaing Control, Investment Basics
Tuesday, December 12, 2017 – Taking Control, Retirement Savings Challenges for Women
We are problem solvers. We take the time to truly understand your goals and dreams. Our proactive approach allows us to work with you to identify your individual needs and develop a customized plan designed to suit those needs.
As an independent financial services firm, we are not affiliated with any insurance or investment companies, and therefore are truly objective in the advice we give and the solutions we recommend. This independence means we have no commitment or obligation to any particular company. We are committed solely to your success.
Transparency and Education
Our long-term relationships are built on trust, honesty, and open communication. You will always be informed of the costs of your investments and how we are compensated for our advice. We will outline in detail the various options available to you and give you our reasoning for the recommendations we make.
We believe you deserve comprehensive, personalized advice. Our independence, education, and experience allow us to thoroughly examine your options to help you make decisions that are in your best interest.