We'll work with you to diversify your retirement income, defend against market volatility, and provide estate planning advice.
Includes 401(k) investment selection, portfolio allocations, and insurance reviews.
Stock and mutual fund recommendations, portfolio rebalancing, and tax efficient investing.
Providing and planning for the transfer of your estate.
Evaluating risks and determining the proper insurance coverage to mitigate those risks.
Assistance with philanthropic planning including the best strategies for tax efficiency.
While it is easy to get caught up in the state of the economy or the latest “hot” stock, we believe passionately that the way you invest should be aligned with where you are in your life…not with the short-term ups and downs of markets.
You should have a financial blueprint to help you manage your opportunities, needs, concerns and goals. We call this approach Asset Class Investing and believe it makes good sense as you plan for both today and tomorrow.
There are three things to remember about how Asset Class Investing can work for you and your family:
1. It focuses your investment portfolio on meeting your life goals.
It is an approach designed to help you manage towards your most important goals rather than to short-term market trends.
2. It is based on science and academic research.
It combines the latest discoveries in economics and investing with close to 90 years of market data and insights as well as in-depth studies of investor psychology and behavior.
3. It is a disciplined and structured approach.
It helps protect against the common behavioral mistakes that can compromise your long-term financial goals.
If you're interested in learning more about how we work with clients and the services we provide, download our brochure:
There is no charge for the initial consultation meeting. The remainder of this answer will depend on your fee structure.
Give us a call at 952-492-3500 and we'll set up a first meeting with you to discuss your needs. After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals. Next, we'll present these ideas and plans to you and you'll decide whether to make us your advisor.
We will never make trades or do anything to your account without your direct authorization. You are always in control of all your accounts, and you are the full owner.
Our second opinion service is more than just a discussion about money and financial strategies. We want you to decide if we're a good fit for your needs, and we want to see if we can truly add value to your life.