Drew Totland
State(s) Licensed: FL, MN, MT, TX, WA
701 Xenia Avenue South Suite 550
Golden Valley, MN 55416
State(s) Licensed: FL, MN, MT, TX, WA
Dedicated planning your way
Taking control of your finances can feel overwhelming, but you don't have to do it alone. I'm here to provide experienced guidance and personalized support, whether you're just starting your financial journey or preparing for a fulfilling retirement. Your goals, values, and future matter and I'm committed to helping you create a plan that reflects what's most important to you.
Together, we'll take a comprehensive look at your financial picture and explore how you can:
- Build a strong financial foundation with emergency savings and manage debt.
- Protect your assets and secure your financial future.
- Optimize your money with smarter, tax-efficient strategies.
- Save and prepare for income in retirement.
- Give back to causes that matter to you.
Let's create a plan that empowers you to live with financial confidence, today and in the future.
Specializations
- Retirement Planning
- Risk Management
- Income Tax Planning
- Life Insurance
- Savings Strategies
- Investments
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Location
Golden Valley Office
- Phone:
- 406-224-8865
Hours
M – F: 8 a.m. – 6 p.m.