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715 Atlantic Avenue Morris, MN 56267

TEL.320-288-4084

 

Sound Financial Strategy Effective Estate Management Tax Strategies Where will your retirement money come from?

Business Owners  

Our roots run deep when it comes to business, and our experience makes us the natural choice to work with your business, employees, and family in all areas of wealth management, estate planning, and intergenerational business transitions. 

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Financial Planning

Managing multiple generations of family wealth makes an attentive ear and a competent hand. Our Wealth Management process discerns what matters most to you by listening to your goals, dreams, and desires, and then crafting a map for your future using our 360 Portrait.

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Family Business Transitions

Transitioning your family business or finances to the next generation can be stressful. We help you manage the process of change by bringing your family dynamics together with estate, financial, and transition planning. Our goal is to create a sustainable and lasting legacy that you are proud of.

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Helpful Content

Disability Income

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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