As a retirement planning professional I place a huge emphasis on helping the people that I serve maximize their income in retirement, enjoy life and feel confident about their finances.
I have over 35 years of both retail (individuals, families and companies) and corporate financial services experience, and focus on helping people primarily throughout Minnesota and Wisconsin who are in retirement or nearing retirement to position and optimize their finances and investments so that they can enjoy retirement and feel confident that they will never run out of money.
I have over 35 years of both retail (individuals, families and companies) and corporate financial services experience, and focus on helping people primarily throughout Minnesota and Wisconsin who are in retirement or nearing retirement to position and optimize their finances and investments so that they can enjoy retirement and feel confident that they will never run out of money.
Services
I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with me is our ability to provide clear, easily understood explanations of financial products and services.
Why Choose Me? - Unlike a bank or credit union, I do not use proprietary products. As a Packerland Brokerage Services' financial advisor I have the freedom to design and recommend solutions based only on what I believe will position you to achieve your goals. All financial advisors who affiliate with Packerland Brokerage Services must meet and continually observe their high standards of ethics and compliance oversight.
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.
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