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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
Latest Video Client Alert
Newsletters
  • Mergers & Acquisitions: What's in the Deal for Investors?
    Merger and acquisition (M&A) activity in North America and Europe reached its second highest level on record in 2018. There were 19,501 deals
  • How Does the Federal Reserve Affect the Economy?
    If you follow financial news, you've probably heard many references to "the Fed" along the lines of "the Fed held interest rates," or "market watchers are wondering
  • How to Recover from a Mid-Life Financial Crisis
    A financial crisis can be scary at any age, but this is especially true when you're in your 40s or 50s. Perhaps you're way behind on saving for retirement or have too
  • What is a college income-share agreement?
    A college income-share agreement, or ISA, is a contract between a student and a college where a student receives education funding from the college today in exchange for
  • How much money should a family borrow for college?
    There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing too much. How much is too much? One
    
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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.
 


Check the background of this financial professional on FINRA's BrokerCheck.