Delegating financial management frees our clients to focus on their own areas of interest and provides them great peace of mind. They feel better knowing they have a sound plan to accomplish their goals, ongoing support for reaching them, and that if something unexpected happens, they have somewhere to turn.
We help our clients with three integrated services:
Financial Planning
A holistic approach to financial goals, taxes, insurance, retirement planning and estate planning, among other areas.
Investments
A disciplined investment process that brings sophisticated risk-controlled investing capabilities to individual portfolios.
Advice
Thoughtful advice from an objective professional who is focused on your individual goals and values, who understands your financial situation inside and out, and who is firmly committed to your success.
Schedule Appointment
To schedule a free, no obligation introductory meeting please call our office or send us an email. For all introductory meetings we require that both spouses be present and that you bring all of your financial information to be reviewed.
Please review our website. Our website offers background information on us, including our services, experience, education, and professional designations.
For additional questions, please contact:
Timothy Brown, MBA, CFA, CFP®
Family Wealth Counselor
(952)303-6715 in Eden Prairie, MN
or
(651)264-3025 in Woodbury, MN