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We provide the highest level of care and accountability. Everything we do must be in your best interest.

Complete Transparency

No magic tricks or distractions. Everything we do is transparent. Log into our online system to see your accounts any time, from any device, no matter where you may be.


We have been serving client needs for over 30 years which means we probably have experience in situations like yours.

Local & Available

We are not a large institution. We are your neighbors who happen to offer financial expertise. When you call, we answer. When you need someone, we are here.

Different People. Unique Needs

Some people need help accumulating and growing wealth. Others need assistance with the responsibilities wealth creates. No matter your money issues, we will help you find the solutions which best fit

Retire Confident

Retirement is a once-in-a-lifetime experience, but we have helped people retire comfortably and confidently for over 30 years. We can help you too.

Get Comfortable

We provide a safe and relaxed environment where you can be comfortable with your money.

Investing, not trading

It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.

The media provides exposure, not advice

In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.

You are not your neighbor

There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.

Independence brings freedom

Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.


It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions. 

Putting it all together

All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich. 

It is a journey,
not a destination

No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.

It takes two to tango

We provide the know-how; you provide direction and guidance. 

Wealth is not determined by money

Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.

Blog Posts
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Letter to Clients: 2nd Quarter 2014

There were three major themes that dominated headlines in the first quarter of 2014: emerging-market jitters early in the quarter, Russia’s incursion into Ukraine, and the long and brutal winter. The first two are both international issues and for our purposes can be lumped into the same category.


The Best Strange and Unacceptable Tax Deductions for 2013

The Minnesota Society of Certified Public Accountants (MNCPA) recently conducted its annual CPA member survey about the most strange and unusual tax deductions proposed by clients. Responses included everything from pets and wedding rings to gifts not given.


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Letter to Clients: 1st Quarter 2014

We’ve just entered the new year, making it the perfect time to take stock of 2013 and share some thoughts on how your portfolio can be positioned as we continue down the road called 2014.


What, Me worry? The Health and Financial Correlation

Have market losses ever made you sick? If so, according to a recent study by Joseph Engelberg and Christopher Parsons associate professors of finance at the University of California at San Diego, you are not alone. After examining three decades of hospital admission data they concluded that hospitalizations rise on days when shares fall and that “people are hospitalized disproportionately for mental conditions”. Their research shows that equity market losses appeared to induce 3700 market related hospitalizations a year in California alone. When the data is extrapolated nationally, using the Census Bureau data showing the average hospitalization event costs around $21,000, they estimate the U.S. economic impact to be roughly $650 million a year.