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Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? With our guidance, you can get there. Tell us where you're at today. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.
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SEVERAL MEETING OPTIONS AVAILABLE

In Person | Virtual (Zoom) | Phone

To schedule a complimentary consultation, call the office that works best for you!

OFFICE LOCATIONS

Burnsville Office

952-277-2612

3000 County Rd. 42, Suite 201, Burnsville, MN 55337

 

Golden Valley Office

763-746-3110

701 Xenia Ave. S., Suite 550, Golden Valley, MN 55416

 

Lakeville Office

952-277-2612

19950 Dodd Blvd., Suite 102, Lakeville, MN 55044


NE Minneapolis Office

651-287-9417

3001 Broadway St. NE, Suite 610, Minneapolis, MN 55413

 

Shakopee Office:

952-233-3517

1226 4th Ave. E., Suite 100, Shakopee, MN 55379

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

A photo of our office

Burnsville office

Phone:
952-277-2612
Fax:
866-349-8553

Hours

M – F: 9 a.m. – 5 p.m.
A photo of our office

Golden Valley Office

Phone:
763-746-3110

Hours

M – F: 9 a.m. – 5 p.m.

Lakeville Office

Phone:
952-277-2612

Hours

M – F: 9 a.m. – 5 p.m.
A photo of our office

NE Minneapolis Office

Phone:
651-287-9417

Hours

M – F: 9 a.m. – 5 p.m.

Shakopee Office

Phone:
952-233-3517

Hours

M – F: 9 a.m. – 5 p.m.