Our Passion
Our passion is to guide multigenerational families so they can take control of their future, worry less, enjoy life more and be better stewards of the resources God has entrusted to them. We are a faith based, family focused, community involved, financial firm that serves families and small businesses who want to and are willing to listen to advice and do the right thing.
A look into our practice
As your Financial GUIDE, our proactive approach in communicating, built on honesty and trust, is to:
- Seek to understand your unique goals and objectives and compare it to your current financial position.
- Guide you through our in-depth process which addresses your financial concerns by creating a financial game plan. This plan leads to increased confidence, clarity, and comfort with your overall financial well-being.
We serve others while keeping our priorities in line, our priorities are: 1. Faith, 2. Family, 3. Friends, 4. Finances, 5. Fitness, 6. Fun. We also serve our clients by utilizing our educational knowledge and our personal experiences to educate our clients and their heirs about investment allocation, tax planning, estate planning, and risk management.
Wealth Management
Wealth management is a holistic, consultative process that utilizes services and products to deliver a customized strategy uniquely tailored to each person.
Financial Planning
Financial planning is a long-term strategy of smartly organizing how you handle your finances and positioning them to meet your goals and objectives.
Estate Planning
Believe it or not, you have an estate. In fact, everyone does, it is the state in which you reside. Your estate is comprised of everything you own, and estate planning is the preparation of instructions to make sure the assets you've worked so hard to accumulate go to the people or organizations you care about.
Tax Efficient Investing
It's not just how much you make that matters- it's how much you keep after taxes. With a bit of tax planning you can exercise control over your portfolio and minimize one of the most important factors affecting your long-term returns.
Inheritance Planning
Involves making choices about your heirs and how you want your estate to be distributed to them. It also involves beneficiaries who have received an inheritance and cultivating a plan to use the inheritance to serve their goals and objectives and do so in the most efficient way possible.
Investment Management
Investment management is the process of optimizing your financial assets to achieve a specified investment objective. It begins by developing a strategy based on risk to identify the best allocation and periodically adjusting with changes in goals.
Insurance
For many, discussing mortality and disability risks are unpleasant subjects,but the failure to properly mitigate those risks could have catastrophic consequences to your families.
What We Do
Our Team
Stewardship
Resources
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
GLOSSARY
Financial terms from A to Z.
NEWSLETTERS
Timely newsletters to help you stay current.
Our Office
2165 Woodlane Drive, Suite 104
Woodbury, MN 55125
The Callan Periodic Table
Annual Returns for Key Indices Ranked in Order of Performance (2000–2019)Download PDF