We understand that you depend on information and resources to help you make smart decisions with your money, and we encourage you to utilize our website to stay up-to-date and informed. For over 25 years, we have prided ourselves in providing exemplary services and have focused on building relationships based on trust and sound investment advice.
We have developed a unique retirement planning process that helps guide our clients as they both prepare for and begin to enjoy retirement. As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips. If you've wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
We have developed a unique retirement planning process that helps guide our clients as they both prepare for and begin to enjoy retirement. As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips. If you've wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
Services
We have been located in the St. Croix Valley since 1989. Since then, our firm has continued to expand and grow. Today, "Your Retirement Team" is comprised of a qualifed and trusted team of Financial Advisors with over 70 years of experience. In 2012, we changed our name to CPR Wealth Advisors.
Not only does "CPR" conveniently represent the three last names of our firms' partners: James Caspers, Randy Penkwitz and Chris Reisdorf, it also highlights the thing we do best, which is Comprehensive Planning for Retirement.The focus of our practice encompasses the areas of retirement and estate planning, investment advice and tax reduction strategies.
Not only does "CPR" conveniently represent the three last names of our firms' partners: James Caspers, Randy Penkwitz and Chris Reisdorf, it also highlights the thing we do best, which is Comprehensive Planning for Retirement.The focus of our practice encompasses the areas of retirement and estate planning, investment advice and tax reduction strategies.
Jim has been with CPR Wealth Advisors since 1992. He specializes in retirement plan transition assistance and helping people accumulate and preserve their wealth. Jim has a degree from Moorhead State University, he also holds series 7 and 63 registrations and his Life and Health licenses through LPL Financial.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
Reviews
Be the first to review CPR Wealth Advisors.
Write a Review
