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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

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

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Important items to consider when purchasing condo insurance.

When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

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How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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Forecast

This short video helps explain why markets can be as unpredictable as the weather.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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