CONNECT

Address:

Paynesville Office                                  
203 Washburne Avenue                          
Paynesville, MN 56362
                         
Phone: 320-243-3100                            
Fax: 320-243-3120                                 

Willmar Office
2100 19th Ave SW
Willmar, MN 56201

Phone: 320-235-7432
Fax: 320-243-3120

Phone:

Services

SERVICES WE OFFER

We serve individuals and businesses in many areas of financial management, including:


RETIREMENT PLANNING 
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.


TAX MANAGEMENT 
Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax professionals.

 

ESTATE PLANNING STRATEGIES
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal professionals.  The use of trusts involves a complex web of tax rules and regulations.  You should consider the counsel of an experienced estate planning professional before implementing such strategies.

 

RISK MANAGEMENT 
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding a suitable policy for your situation.

 

EDUCATION FUNDING
Recommending investment and accumulation strategies to help you pay for your children's education.

 

INVESTMENT PLANNING
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue and potentially exceed your goals.  Asset Allocation, which is driven by complex, mathematical models, should not be confused with the much simpler concept of diversification.