Minimize Taxes. Maximize Retirement Income. Retire with Confidence.
My team and I have developed a process that gives our clients a 360° view of their finances and the ability to align their decisions with their goals and their goals with their values.
We can't predict the future, but we do help our clients prepare for it.
Our goal is to assist clients in Forest Lake and the surrounding lakes area including Chisago City, Lindstrom, Center City, Linwood, Wyoming, Scandia, Hugo, and Lino Lakes, by coordinating every aspect of their financial plan so they can feel confident about retirement.
When clients follow our process, which is comprehensive in nature, we prepare them to thrive by having a smart place to get money, whenever they need it and for whatever the reason. We call this the "Smart Money Philosophy," and it's a lot different than trying to put all of your money in the smartest possible place.
Regardless of where you are today, with your values and goals as guideposts, we'll develop a clear, easy-to-follow roadmap to a more secure financial future.
Are you ready to get started? Click here to schedule your Strategy Session.
Leif Erickson, BFA™, CEPA®, RICP®
Leif is passionate about helping clients manage their finances through the different seasons of their lives. He focuses on retirement, estate and tax planning strategies for individuals, business owners, and their families.
His certifications as a Certified Exit Planning Advisor®, a Retirement Income Certified Professional® and a Behavioral Financial Advisor™ help him advise his clients on virtually any financial issue.
Leif is currently serving as an elected member of the Forest Lake City Council (2023 - present) and is among a select group, with only 13% of Twin Cities Wealth Advisors earning the esteemed Five Star Award, which he has received for four consecutive years. Professionals who receive this award must posses strong industry credentials and are evaluated based on the quality of their current practices. Criteria for the award include industry experience, the number of households serviced, client assets, client retention rates, education, and professional designation. Additional information can be found here.
Along with his wife, Chelsea, Leif enjoys traveling, motorcycling, and quiet evenings on Forest Lake with family or friends.
Meet My Team
Forest Lake Office
Sophey Stepanek
Sophey is our Client Relationship Manager as well as being fully licensed. We're grateful to have her help us manage all the details!
- Title
Client Relationship Manager
- Location
Andover and Forest Lake, MN
- Phone
- 651-238-3030
Luke Turnquist
Luke helps us dig into the numbers and develop our client's Comprehensive Financial Plans. Whether its developing Retirement Income Strategies, Tax Savings Strategies, or Investment Management, Luke is an invaluable part of our team.
When not at the office, you likely find Luke enjoy MN Wild Hockey or sneaking in a long-weekend to snowboard in Colorado.
- Title
Financial Producer
- Location
Andover & Forest Lake, MN
Joe Stepanek
Joe is a Wealth Advisor working in our Andover office. Joe has more than 25 years of experience helping clients with their financial goals.
- Title
Wealth Advisor
- Location
Andover, MN
Member Service Center
If one of our team members is unavailable and you need immediate assistance on your Insurance, Annuity, Mutual Fund, or Brokerage Account, please call our dedicated Member Service Center at 1-800-847-4836.
Our Member Service team members are available Monday - Friday, 7:00am - 6:00pm, central time zone.
- Title
Member Service Center
- Location
Virtual
- Phone
- 1-800-847-4836