Scot Kretzschmar
MBA, FIC, RICP®, CLTC®
Financial guidance focused on your goals and values.
State(s) Licensed: AK, AZ, CA Insurance Lic. #0I77034, CO, FL, GA, IA, MI, MN, MO, MS, ND, NM, NV, OH, PA, SD, TX, UT, VA, WA, WI
3000 County Rd 42 W Suite 201
Burnsville, MN 55337
Financial guidance focused on your goals and values.
State(s) Licensed: AK, AZ, CA Insurance Lic. #0I77034, CO, FL, GA, IA, MI, MN, MO, MS, ND, NM, NV, OH, PA, SD, TX, UT, VA, WA, WI
Connecting Faith and Finances in the South Metro
Welcome – thanks for visiting my site. I hope you will spend some time getting to know me and why I love what I do. I have two offices that are centrally located to help serve people in the south metro area.
As a Financial Consultant my goal is to develop life-long relationships with my clients and their families, staying in regular contact providing account information and updates. I take a holistic approach, advising my clients to make financial decisions based on their personal values and multidimensional goals. I feel that working together to put a financial strategy in place that helps you feel confident your future needs will be covered, is crucial.
I specialize in helping people be more secure in areas of:
- Retirement income planning
- Investment management
- Protecting loved ones against the impact of extended care, death, and disability
- Charitable giving
- College planning
If you are interested in learning more, please call or stop by one of my offices listed below.
MEETING OPTIONS
In Person | Zoom | Phone
To schedule a complimentary consultation, select preferred option below:
In Burnsville Office | Zoom | Phone or call 952-277-2612
Burnsville Office
952-277-2612
3000 County Rd. 42, Suite 201, Burnsville, MN 55337
Lakeville Office
952-277-2612
19950 Dodd Blvd., Suite 102, Lakeville, MN 55044
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Burnsville Office
- Phone:
- 952-277-2612
- Mobile:
- 612-306-3401
Hours
Lakeville Office
- Phone:
- 952-277-2612