When we meet with you the first time, we discuss the services that can help you reach your retirement goals. Though we believe our in-depth wealth management service is the best option for most people, some people may want more limited service. Located in the Minneapolis, Minnesota area (Eden Prairie). Our programs include:
A Written Financial Plan
This plan provides an in-depth analysis of your situation and recommendations to help you achieve your lifetime goals. This enables clients to clarify their goals and dreams, know if they are not track to achieve them, provides a plan on how to get there, and specifies any changes needed now to ensure you achieve them. Fees for this services are typically in the $2,500 - $5,000 range.
Our wealth management service offers you the greatest service and cost benefits. You work one on one with a financial advisor who coordinates the many aspects of your finances, including investments, taxes, business succession, insurance, philanthropy and inheritance. You receive ongoing advice, education and implementation assistance so you can have peace of mind that you’re on track to the retirement you envision.
Most people don’t have the expertise or desire to manage an investment portfolio. If you are looking only for investment assistance, this service provides ongoing investment management, including investment selection, trading and monitoring. To keep your costs low, this plan does not offer the financial advice, tax planning or face-to-face meetings of our wealth management program. Yet you still enjoy confidence in knowing your investments are being managed by a professional dedicated to your success.
Our retainer lite service offers you a balance. We provide you our investment management service and an annual retirement plan meeting to update your retirement projections.
401(k) Management for Businesses
Loss or risks to a retirement plan can have overwhelming financial consequences for a business. We help your business absorb the fiduciary risk and make the management of your 401(k) plan simple. We help:
- Create investment policy statements
- Provide ongoing investment selection and monitoring
- Perform compliance reviews to align your plan with ERISA requirements
- Provide employee education workshops