Our Qualifications

Since 1986 we have guided smoothly more than 500 clients to assist them to arrive safely in their chosen ports of call.

We are an independent firm which allows us to  be unbiased to a specific companies products or services. We have relationships with other firms to assist us  with additional knowledge and experience.

           We hold various professional designations which include:

Certified Financial Planner (CFP)
Life and Health Insurance Licensed in MN
Member of National Association of Insurance and Professional Advisors
Securities licensed in MN for series 7 and 63

 We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explainations of financial products and services. The personalized program that we can provide is a course to working toward a more secure financial future.

We’re looking forward to using our experience to help you pursue your financial goals.