Benjamin Weerts
CLTC®, FIC, RICP®
State(s) Licensed: AZ, FL, MN, ND, TX, WI
102 NE 3rd Street Suite 130
Grand Rapids, MN 55744
State(s) Licensed: AZ, FL, MN, ND, TX, WI
What to Expect when Meeting with us
Two of my core values are my Faith and my Family, which I carry into my Financial Advising practice. Expect the following three things when meeting with us:
1) We are going to take the time to listen to you and get to know you and your family.
- Financial Planning is very personal and requires special attention
2) We are going to ask questions and ask you to provide a complete picture of where you are financially and personally.
- It’s imperative that we are thorough and understand all the moving parts to help provide you with the best advice possible
3) Fun and laughter. We believe that working through your finances does not need to be rigid and boring. We will have serious conversations however we will also be having fun!
Our practice specializes in working with the following clients:
1) Individuals and couples who are within 10-15 years of retirement and are seeking a relationship with an Advisor and team that will guide through the intricacies of planning for educating your children, caring for aging parents and solidifying your own retirement plan.
2) Those who are already retired desire a relationship with an Advisor and Team to guide them through their retirement years!
3) Business Owners wanting guidance for themselves, their business and employees.
We look forward to meeting you soon!
Let's put your plans in motion
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Locations
Grand Rapids Office
- Phone:
- 218-999-4649
- Mobile:
- 218-244-9210
Hours
International Falls Office
- Phone:
- 218-999-4649