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3300 Edinborough Way, Suite 490
Edina, MN 55435

Phone:

952-224-9992

Fax:

952-224-9993

E-mail:

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Welcome to our Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Reviews annual enrollment dates and options for Medicare participants.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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How much can you afford to pay for a car?

How Long Will It Take to Pay my Balance?

Estimate the future value of your current savings.

How much life insurance would you need to produce a sufficient income stream for your family?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck