
Build a Brighter Tomorrow for Your Employees with Minnesota Secure Choice
Minnesota Secure Choice is a new state law designed to make retirement planning more accessible and secure for small businesses and their employees. If your business doesn’t already offer a qualified retirement plan, this program requires you to enroll your team in a state-sponsored retirement savings initiative, featuring automatic payroll deductions to help employees build their financial future with ease.
Adapting to these changes is simple with Minnesota Secure Choice. Our team is here to support you in navigating new responsibilities and crafting a strategy that fits your business goals.
Let us help you empower your employees with financial confidence—reach out today for a complimentary consultation and discover how your business can thrive under the new law.
Products and services. Aligned with your priorities.
What We Offer

Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.

Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.

Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.

Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.

Investments
Our options help you balance performance and purpose.

Health Insurance
We can help you assess your options, including those available through your employer and government programs.



