"Whether you are preparing for retirement, have experienced a recent life change, or are simply looking for an objective second opinion, we are here to help. We offer complimentary consultations to address your financial questions."
Could You Benefit from Financial Guidance?
Bob Lawson, President & Founder
Accredited Investment Fiduciary (AIF®)
Master Registered Financial Consultant (MRFC®)
Complimentary Financial Review | Minneapolis
Complimentary Financial Review
For well over 30 years, we have helped hundreds of individuals and families down the path of reaching their financial goals and we would welcome the opportunity to learn more about your situation.
If you are searching for a second opinion or ready to speak with an experienced Registered Investment Adviser to support you during these volatile times and provide disciplined investment strategies, then you have come to the right place. We will take the time to understand your individual financial objectives and design a tailored-made investment portfolio to help you meet your goals. As an Accredited Investment Fiduciary, we are obligated to provide continuous and comprehensive investment management and make certain that we manage your money according to your written financial objectives.
A good place to begin is by meeting with us for our complimentary 60 minute financial review by phone or video conference call or in person when conditions permit, to determine if we would be a good fit for you.
If you have $250,000 or more in investable assets, please contact us to discover how we can help you achieve a successful financial future in your retirement and beyond.
Talk With Us
Receiving your Complimentary Financial Review is simple. We offer both in person consultations at our Bloomington, MN office and teleconference meetings to suit your needs.
Schedule your review today by completing the request form below, or give us a call at 952-835-1000.