Proudly providing comprehensive retirement services to the great states of Minnesota & Wisconsin.
Our goal is to help preserve your principal in retirement, and let you live out the retirement of your dreams! You will find a wealth of information in the forms of articles, calculators and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
Our Services
We are dedicated to guiding you through the complexities of financial planning. Whether you’re aiming for long-term wealth growth, retirement planning, investment strategies, or risk management, we’re here to craft a personalized roadmap that aligns with your unique goals. With a commitment to transparency, sound advice, and proactive strategies, we empower you to make informed decisions and achieve lasting financial success.
More people should learn to tell their dollars where to go instead of asking them where they went.
Your Financial Partners
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals.
Mike Kojonen
Director
David Spethman
SERVICING ADVISOR
Jessica Thell
OFFICE ADMINISTRATOR
Angie Kojonen
EVENT COORDINATOR
Luke Alseben
ASSOCIATE ADVISOR
Tate Hullett
OPERATIONS MANAGER/ADVISOR
Joe Altman
ASSOCIATE ADVISOR
INVESTMENT ADVISOR REPRESENTATIVE
Tori Kojonen
MARKETING ASSOCIATE
Empowering Financial Knowledge
We aim to provide valuable information and actionable tips to help you make informed decisions and achieve financial success. Stay tuned for regular updates and empower yourself with the knowledge to secure a brighter financial future.
April is Financial Literacy Month, a time dedicated to promoting the importance of financial education and empowerment. As a grandparent, parent, guardian, or mentor, you have a unique opportunity to
If you’ve heard anything at all about Health Savings Accounts (HSAs), it’s likely that they offer an elusive triple-tax advantage that can benefit you in the present –
When it comes to managing your finances, one of the most powerful tools at your disposal is proactive tax planning. While you might associate tax planning with the approach of
April is Financial Literacy Month, a time dedicated to promoting the importance of financial education and empowerment. As a grandparent, parent, guardian, or mentor, you have a unique opportunity to
If you’ve heard anything at all about Health Savings Accounts (HSAs), it’s likely that they offer an elusive triple-tax advantage that can benefit you in the present –
As Featured In:
Making the Transition to Retired Life
DON’T LET TAXES DERAIL YOUR RETIREMENT
After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.
Your Financial Journey Begins Here.
Take the First Step.
Schedule your complimentary financial review today!
