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Retirement planning should start with a conversation, not equations.
A successful retirement can often depend on a having a solid plan now. If your money isn’t working as hard as you are, it may be time to act. Now is the time to consider developing a strategy that can help you work toward your financial goal. I specialize in providing comprehensive, objective financial guidance with the goal of maximizing every remaining moment of the retirement countdown.
Our services range from financial planning to investment management. We plan for life stages not phases. No matter what, though, our focus is always you.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
To help you improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.
Learn more about various financial topics.
- Sincerely, Ginny and Peter M Minnetonka, MN .
This statement is a testimonial by a client of the financial professional as of 06/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
- John L. Beckley
- Troy A. Gourde
- Mark Twain
- Warren Buffett
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.