Preferred Resource Group- Golden Valley

Preferred Resource Group- Golden Valley Financial advisor proudly serving Minnesota. Securities and Advisory Services offered through LPL Financial, a registered investment advisor.

We offer full-service wealth management including estate planning, insurance review, tax planning, investment management, and retirement planning. Member FINRA/SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or complet

eness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

At PRG, we work hard and play hard. This weekend, Craig and Zach got to race at Epic Bike Fest, a mountain-biking event ...
06/10/2026

At PRG, we work hard and play hard. This weekend, Craig and Zach got to race at Epic Bike Fest, a mountain-biking event in Cable, WI. They pedaled, pushed, and rolled through 40 miles of singletrack dirt candy forest, crossing the finish line at Mt. Telemark Village.

At PRG, we work hard and play hard. Last week, Felipe completed the Stillwater half marathon - his  very first half mara...
06/04/2026

At PRG, we work hard and play hard. Last week, Felipe completed the Stillwater half marathon - his very first half marathon! It was a true family affair, with his wife and daughter, siblings and cousins there to support him and race alongside him. It was inspiring to see all of his hard work and training pay off, and to watch him give it his all on the course 

May 29th isn’t a holiday on your calendar, but 529 plans can play an important role in a comprehensive financial plan. I...
05/29/2026

May 29th isn’t a holiday on your calendar, but 529 plans can play an important role in a comprehensive financial plan. In honor of 5/29, we're sharing a few facts about 529 plans.

Did you know: depending on the state, 529 plans may offer state tax benefits for contributions? In Minnesota, taxpayers may qualify for either:

• An income subtraction of up to $3,000 for married couples filing jointly ($1,500 for single filers), or
• A tax credit equal to 50% of contributions, up to a maximum credit of $500.

The Minnesota credit begins to phase out for married couples filing jointly with a Minnesota Adjusted Gross Income (MN AGI) over $96,220.

Check out the article below to learn more.

A 529 college savings plan is a type of qualified tuition program (the other type is a prepaid tuition plan) established under Section 529 of the Internal Revenue Code. Savings plans are established by states and typically managed by an experienced financial institution designated by the state.

05/27/2026
Congrats, Brian, on winning the Sunflower Half Marathon! The arrowleaf balsam root turns the hills of the Methow Valley ...
05/08/2026

Congrats, Brian, on winning the Sunflower Half Marathon! The arrowleaf balsam root turns the hills of the Methow Valley yellow for this event. “I started racing the Sunflower as a relay when teams were required to have one member under 15. It has been a few years, but I still remember the course, and it was a beautiful day." We like to work hard and play hard.

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4959 Olson Memorial Highway, Suite A
Golden Valley, MN
55422

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