We help clients understand their current financial situation and then set reasonable financial goals. We'll use an established process to build personalized strategies to help our clients reach their goals and monitor their progress on an ongoing basis. We will partner throughout our client's life to help them stay on track. I am active in my community, I serve as a board member with Teen Challeng
e, Pulse Outreach, and Financial Health, an organization to promote financial literacy. I have also had the opportunity to teach investment education at Bismarck State College. Missionary work in both the Dominican Republic and the Kids Alive program have become annual activities. I have been married for 25 years and have four kids, ranging in age from 11 to 20. I am passionate about my family life and enjoy spending family time at the lake. You should connect with me and my team if:
* You are retired or are nearing retirement and are seeking a retirement strategy.
* Are a business owner or considering selling your business or practice and are in need of financial advice and guidance.
* You have $1 million in investable assets and/or are in your higher income savings years and would like a second opinion on your current plan. We would address 5 items; Are you on track? If not, what do you need to do to get on track ? Evaluate performance and risk in portfolio. Evaluate diversification. And finally, review fees and expenses to ensure they are in line with the services you are receiving.
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