Nick Christoff
ChFC®, CDFA®
Financial Planning and Wealth Management
State(s) Licensed: AZ, FL, MA, MN, ND, TN, VA, WI
11670 Fountains Drive Suite 200
Maple Grove, MN 55369
Financial Planning and Wealth Management
State(s) Licensed: AZ, FL, MA, MN, ND, TN, VA, WI
Meetings are based on your preference:
Both in-person and virtual using Zoom available
IT ALL BEGINS WITH A CONVERSATION
It all starts with a conversation about you, your life and what matters most to you. We build a relationship based on open communication to figure out the best decisions for you. You’ll get clear, candid advice so you can feel comfortable and confident to take the next step. I specialize in retirement planning, investment strategies and insurance protection. No matter what life brings or what goals you have, I am here for you.
Examples of services I provide include, but are not limited to:
• Dedicated Planning Services
• Aligning your employer benefits to what is best for you and your family
• Wealth accumulation and risk management strategies
• Tax strategies
• Retirement income planning
• Executive benefit strategies
• Business consulting and solutions for small business
• Wealth and tax efficient estate transfer
• Life insurance and extended care strategy
• Charitable giving and legacy strategies
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Maple Grove Office
- Phone:
- 763-416-1805