Paul Treuting, CFP, MBA

12/12/2023

Building a cash reserve can help you feel more confident if the unexpected happens. Let’s connect on saving strategies and other ways to help meet your goals.

11/28/2023

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

10/24/2023

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies available to you.

09/22/2023

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

08/25/2023

One day you’re celebrating the first day at a new job. The next thing you know, you’re toasting to your retirement. Together we can work to take the right steps today — before you stop working — to support your retirement plans in the future.

07/21/2023

Investing requires balancing the potential for risk with the possibility of reward. Together, we can review your portfolio and adjust your allocations as needed.

07/19/2023

https://bit.ly/3K7nVud

05/23/2023 Lauren Salas and Jan Klein share the firm’s client-focused philosophy MINNEAPOLIS – May 23, 2023 – Financial advisors Lauren Salas, CFP®, and Jan Klein recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Morgan Stanley with $154 million in assets. The ...

07/17/2023

Proud to share that Ameriprise has been named one of the Best Large Employers in America 2023 by Forbes. ​
​
Learn more about our ratings in the investment industry:

Learn how we've been recognized as one of the top financial advisor companies in the industry.

07/07/2023

This month author Patricia Shultz, Travel guru and author of the #1 New York Times bestseller 1,000 Places to See Before You Die, will share her expert insights on all things travel. A veteran travel journalist with over 30 years of experience writing for Frommer’s, Berlitz, and Access travel guides as well as the Wall Street Journal, Conde Nast Traveler and more, Patricia is sure to inspire the world traveler in everyone.

Click here to Register: https://bit.ly/3D0kYb4

06/29/2023

Congrats LSU! National Champions once again

The LSU Baseball team will commemorate its 2023 National Championship on Wednesday, June 28.

06/28/2023

Happy Birthday to our fearless Branch Manager Tom Linn!