Minnesota Offices – 320-587-3444
Ohio Offices – 877-842-9535

About Us

Proactive solutions and professional advice

Private Wealth Management

Comprehensive Personal Financial Planning

Retirement Plan Advisors

Corporate 401(k) Plan Consulting

The New Retirement Reality

calendar-november-17_1_origJoin us as we host Andrew Buzzanca from Fidelity Institutional Asset Management.

12:00-1:00 CST

Gather, Learn, Envision

Tuesday, September 12, 2017 – Prosperity Picture

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

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Proactive Solutions

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.

Independence

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.

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Comprehensive Advice

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.

Check the background of investment professionals on FINRA’s BrokerCheck.

Minnesota Offices

320-587-3444

3800 American Blvd West, Suite 1500 | Bloomington, MN 55440
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16 Washington Ave. W., Suite 104 | Hutchinson, MN 55350
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Ohio Offices

877-842-9535

1715 Indian Wood Circle | Maumee, Ohio 43537
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9680 Sweet Valley Drive, Suite B | Valley View, Ohio 44125
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Flagship Capital Advisors, LLC