Proudly Serving the New Hope Community
Welcome to the New Hope Group! We are a team of financial professionals with more than 60 years of experience, combined. We can assist you with investment management, tax efficiency, retirement income planning, college planning, protection from the impacts of extended care, death and disability, and so much more.
In addition to helping people make wise decisions with money, our goal is to inspire generosity across the Metro area. Through programs like Thrivent Builds and Thrivent Choice Dollars®, our members can work with us to give back to our community!
We serve the north and northwest suburbs of Minneapolis, catering to the "Millionaire Next Door." Call or stop by our office in New Hope to set up an appointment and learn more about how we can serve you.
Ten Questions to Ask a Financial Advisor
What are your most important values?
What is the one thing your clients say most often about you?
Can you tell me about a time when a client wanted to make a financial decision that you didn’t think was in his or her best interest? How did you handle that?
Can you tell me about a situation in which you made a mistake dealing with a client? How did you handle that?
Tell me about how you handle your working relationship with your most difficult client?
What service do you personally provide that one might not expect from another advisor?
How do you make sure that your clients always know where they stand relative to their financial and life goals?
Can you tell me about a situation in which you worked with another professional inside or outside your firm to help meet a client’s needs?
How have you personally responded to market volatility, and how have you communicated your thoughts and feelings about market volatility to clients?
What kind of return can I expect if I ask you to manage my investments?
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
New Hope Office
- Phone:
- 763-533-0357