Our Story
Life is full of transitions. Divorce, retirement, loss of spouse, career and job changes, and business owners selling a business are all some of life’s transitions. Many of us will experience one or more of these, often unexpectedly, at some point during our lifetime. Each of these transitions creates an opportunity to look ahead with hope to a new future. While it may not be the future you envisioned, it is after all, still your future and your life.
Life at any age especially life after 50 is for living. We help our clients do more than leave a legacy, we help them live it. Our goal is to help you live the best life possible with purpose and meaning, with the money and resources you have. Consider working with us to help you allocate your resources (money and time) in a way to help you get the best Return on Life possible. Today is the first day of the rest of your life. Call 763-201-1390 or email us today to get started.
Specialties include:
•Retirement Income Planning
•Social Security claiming strategies to maximize benefits
•Lifestyle Design at any age; especially life after 50
•Income Tax efficiency
•Comprehensive Financial Planning
•Personalized Investment Growth and Income strategies
•Collaborative Divorce Planning*
•Family Mediation *
•Divorce Litigation Support Planning and Financial Analysis*
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Integra Shield Financial Group LLC and Cambridge are not affiliated.
*This work does not represent in any manner any legal services or legal advice. Individuals are advised to and should rely upon their professional legal advisors. Posts pertaining to divorce planning are provided by Integra Shield Financial Group. This information does not relate to securities or advisory services, and is not affiliated with Cambridge.