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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.

Banking. Insurance. Investments. There are many financial products and services to consider. We understand how crucial it is to choose those that best address what matters most to you. So, as we work with you, we ask about your needs. Your dreams. Your values. Then we offer solutions that will provide clarity about where you're at — and confidence about where you're headed.

What We Offer

Mutual Funds

Mutual Funds

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

Financial Guidance

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

Charitable Giving Solutions

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

Traditional and Roth IRAs

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

Investments

Our options help you balance performance and purpose.

Health Insurance

Health Insurance

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