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 Spethmann
SERVICING ADVISOR
Jessica Thell
OFFICE ADMINISTRATOR
Angie Kojonen
EVENT COORDINATOR
Tate Hullett
OPERATIONS MANAGER/ADVISOR
Joe Altman
ASSOCIATE ADVISOR
INVESTMENT ADVISOR REPRESENTATIVE
Ben Schmidling
SERVICING 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.
When you plan for retirement, taxes can quietly erode your savings if you leave them unaddressed. Rather than waiting until it’s too late, embracing tax-efficient retirement planning throughout your working
Smart tax planning isn’t just for April, it’s an all-year habit that can make a real difference in your bottom line. Waiting until tax season often means missed opportunities, last-minute
Blending families brings new joys, but it also comes with unique financial challenges. From merging budgets to balancing responsibilities for children, couples often face decisions that require patience and teamwork.
When you plan for retirement, taxes can quietly erode your savings if you leave them unaddressed. Rather than waiting until it’s too late, embracing tax-efficient retirement planning throughout your working
Smart tax planning isn’t just for April, it’s an all-year habit that can make a real difference in your bottom line. Waiting until tax season often means missed opportunities, last-minute
As Featured In:
Ace in The Deck (Annuities Unveiled)
Dive into the benefits of annuities for a worry-free retirement. Download our guide now to ensure your financial longevity!
Your Financial Journey Begins Here.
Take the First Step.
Schedule your complimentary financial review today!
