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Our family owned and operated firm was begun in 1964.

Since then we have worked with Individual Clients, Businesses and Governmental agencies to help them meet their financial goals. Our firm's foundation is built on our face to face customer service model. We believe we need to recommend quality financial products and time tested strategies to help you achieve your goals. 
 
Our team of Professionals can help you with:
  • Independent private consultation on pensions such as
    - PERA
    - MSRS
  • Individual Wealth management
  • Retirement plans
  • 401k/457b
  • Personal retirement planning
  • Income protection
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Newsletters
  • Three Regrets of Retirees
    A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to
  • Ten Year-End Tax Tips for 2019
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • Tips for Managing Your Holiday Spending
    Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities to overspend. Here are some tips
  • What are continuing care retirement communities?
    Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a single campus. CCRCs
  • Do independent living communities differ from CCRCs?
    Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require little
    
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 IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

This communication is strictly intended for individuals residing in the states of MN, IA and WI. states where the registered representative is registered to conduct securities business.  No offers may be made or accepted from any resident(s) outside the specific states listed. Securities and investment advisory services offered through SagePoint Financial Services, Inc., member FINRA/SIPC, and a registered investment advisor.  Insurance Services offered through Wenzel Financial Services which is not affiliated with SagePoint, or registered as a broker/dealer or investment advisor. All listed entities are unaffiliated.
 


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