For A Future You Can Count On - Watch Video!

8 November, 2016

Creating wealth is simple, but it’s not easy. It’s not easy, because there are headwinds that are out of your control. Or are they?... Read More

Two Princes and the Law of Intestacy

2 May, 2016

Famed musician Prince died recently and tragically. Apparently he also died intestate, that is, without a will. It’s my guess that a lot of lawyers in Minnesota are going to be making a lot of money for the next few years.  Why? Well, the law of Minnesota...... Read More

Is Pre-Paying for Funeral Expenses Wise?

10 September, 2015

The obvious advantage is that you are locking in your costs, thus, saving on future cost increases for the same services.  On the other hand, the disadvantages include giving the funeral home your money for decades without any monetary return of substance....... Read More

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.