Nick Rasmussen
CFP®, CAP®, FIC, CRPC®
A GOAL WITHOUT A PLAN IS A WISH
State(s) Licensed: AZ, CA Insurance Lic. #0H06259, FL, IA, IL, MA, MI, MN, NC, NV, SC, TN, WI
321 Stillwater Road, Upper Unit PO Box 813
Willernie, MN 55090
A GOAL WITHOUT A PLAN IS A WISH
State(s) Licensed: AZ, CA Insurance Lic. #0H06259, FL, IA, IL, MA, MI, MN, NC, NV, SC, TN, WI
HELPING YOU BE WISE WITH MONEY
Welcome! We look forward to establishing and maintaining an ongoing financial relationship with you for many years to come. We specialize in helping Christians be more content and confident in the areas of : • Retirement income planning (social security and pension optimization) • Accumulation and distribution for retirement or college needs • Investment management • Protecting loved ones against the impact of extended care, death, and disability • Charitable giving (lifetime or at death) • College planning • Tax and estate strategies
We have access to multiple sites to meet you in person or can meet virtually from the comfort of your home or office.
To learn more about the privacy of your information, visit our privacy policy.
Location
Willernie Office
- Phone:
- (651) 243-7139
- Mobile:
- (651) 999-9969
Hours
M – F: 9 a.m. – 5 p.m.