Karli Finney
CLTC®, BFA™
State(s) Licensed: FL, MN, ND
3535 31st St S, Ste #102
Grand Forks, ND 58201
State(s) Licensed: FL, MN, ND
Ready to begin your grand retirement but don’t know where to start? Let us help!
We are retirement income specialists who help you design your personalized retirement plan. Our four step process will help you seamlessly transition from your working years to your retirement years and navigate all of the ups and down in between.
Each team member brings their own unique experiences and skills
to help design your personalized plan focused on your values and goals. We love our community and helping our clients design and live
out their grand retirement!
Call or stop by our office in Grand Forks to set up an
appointment or to learn more about how we can work together.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Grand Forks Office
- Phone:
- 701-757-3155
- Mobile:
- 218-779-7855