Plan Smarter.
Live Better.
Retire Confident.

By putting your interests first, we’ll guide you on the path to smarter financial planning.




312 Minnesota Avenue N. Suite 2004, Aitkin, MN 56431

Get Started

It's never too late to

Work toward your dreams


What do you want out of retirement? What do you want to leave behind? We can help you use the nest egg you’ve built to fund your retirement future.

Our Mission: To professionally support, educate and guide every client on their retirement journey, developing deep and meaningful relationships that last for generations.


Are we the right choice for you?

Many of the individuals and families we serve are retired or planning to retire within the next 5-10 years.

Our clients have worked hard and saved diligently. They care deeply about their family, community, and legacy. They value a trusted and ethical partner to help them make the best possible decisions about their money.

They are retirees, successful professionals, entrepreneurs, small business owners and families who are focused on living with purpose, freedom, fulfillment, and a desire to align their wealth accordingly.

If you are seeking a confident retirement, have saved at least $250,000 towards your goals, and are looking for the right partner to help you to grow, protect and preserve your wealth, then we’d love to connect with you.

We have intentionally limited the number of clients we serve so that each client gets the personal attention they deserve. If you fall outside of our financial minimum, we still want to help you. Please contact us at 218-927-2427 and we can talk through some possible options with you.

Get Started in

3 Easy Steps

What happens when you come for a visit:


We’ll learn what’s most important to you and review your current financial situation.


We’ll help you determine how much money you need to live comfortably in retirement.


We’ll help you implement a strategy that reflects your goals — and keeps you on track.



Does your financial abode need remodeling? 

It’s not always wise to DIY. This free eight-page guide provides a blueprint for a diversified fiscal home that can remain intact amid even the most oppressive external elements. Learn how: 

  • Risk levels vary among an ideal portfolio’s foundation, walls and roof

  • Custom-built risk management strategies can function as insulation

  • Indexed-linked vehicles can help create a low-maintenance shelter

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