Travis Sorensen
State(s) Licensed: CO, IA, MN, MO, TN, WI
8355 Unity Dr Ste 100
Virginia, MN 55792
State(s) Licensed: CO, IA, MN, MO, TN, WI
Proudly serving Minnesota's Iron Range and beyond!
My goal as a financial professional is to help those who want to gain financial clarity in their lives. I help people grow what they have, plan for the future, and protect themselves and their families along the way. With every person's life being different, a plan has to be personalized to their needs. Here are some of the main areas I help people with:
- Holistic Financial Advice
- Retirement Planning
- Investment Planning
- College Tuition Planning
- Life Insurance Needs
- Disability Income Insurance
- Long Term Care Planning
What you can expect
With so many sources of information out there sometimes it is difficult to cut through the noise and know what the right path is. To get to financial clarity, we start by working on discovering your goals, values, and priorities. We then assess your current financial situation and analyze any potential gaps that are preventing you from getting to where you want to be. After we determine what your needs are and what you want the end destination to look like we create the road map to get there. If you want to get on the road to financial clarity, you can reach me through the form below or by calling the office at 218-749-0742!
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Virginia Office
- Phone:
- 218-749-0742
- Mobile:
- 218-748-1338