CONNECT

Address:

3800 American Blvd W Suite 1140
Bloomington, MN 55431

Phone:

952-896-3888

Fax/Other:

952-896-3885

Our 401(k) Plan Services:

For Companies

  • Evaluation of current plan design, investment selections, administration, and costs
  • Selection of investment company and investment array for the plan
  • Plan design - matching, profit sharing, vesting, eligibility
  • Ongoing monitoring of plan and suggestions for appropriate changes in providers, investments, and plan design

For Participants

  • Enrollment meetings to provide information on why and how to participate
  • Personal guidance on phone, email, or in-person meetings
  • Answer questions on how much to invest, utilize pre or post tax savings, and which investment to use based on risk tolerance and retirement date
  • Provide comprehensive personal financial planning, to set goals, and with a 360 degree view, determine how to achieve a comfortable retirement
  • Ongoing work site educational workshops on a variety of financial planning topics

In addition to our 401(k) plan services, we offer Complete Wealth Management Services:

  • Personal Financial Planning
  • Portfolio Analysis and asset allocation
  • Investment Management
  • Insurance applications
  • Tax Planning
  • Estate Planning
  • Ongoing progress reporting

Our goal is to provide guidance in all aspects of your financial life. Whether you’re looking at creating a financial plan, considering a major purchase, or looking at tax strategies, we want you to call us.
 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck