TruPlan Financial Advisors

TruPlan Financial Advisors We create TruPlans to help clients navigate financial complexities and invest in what matters most to them.

Many people view insurance as something to address later in life.However, some of the best opportunities to secure cover...
06/24/2026

Many people view insurance as something to address later in life.

However, some of the best opportunities to secure coverage can occur when you're young and healthy. Age and health are often key factors in determining both your available options and the cost of coverage.

Waiting until coverage becomes a necessity may result in fewer choices and higher expenses. Taking a proactive approach today can help provide greater flexibility and peace of mind for the future.

Today we celebrate the dads, grandfathers, stepdads, father figures, and mentors who have shaped our lives with their gu...
06/21/2026

Today we celebrate the dads, grandfathers, stepdads, father figures, and mentors who have shaped our lives with their guidance and support.

Thank you for the lessons you've taught, the sacrifices you've made, and the countless ways you've shown up for the people you love.

From all of us at TruPlan Financial Advisors, we are wishing you a Happy Father's Day!

Retirement planning is about more than building savings. It's also about preparing for the unexpected. The reality is th...
06/16/2026

Retirement planning is about more than building savings. It's also about preparing for the unexpected. The reality is that even the most comprehensive retirement plans can be challenged by life's surprises.

If you're approaching retirement or already retired, now is a great time to review your financial plan and identify potential gaps before they become costly surprises. Learn more Here: https://www.truplanadvisors.com/resource-center/retirement/prepare-for-unexpected-expenses-in-retirement

06/16/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman, CFA reminds us that a Fed hold may not be exciting, but consistency counts. See more in https://cetera.com/research-and-insights

With school out and schedules changing, many families find themselves spending more than expected on fun summer activiti...
06/11/2026

With school out and schedules changing, many families find themselves spending more than expected on fun summer activities. The good news? Creating memorable experiences doesn't always require a big budget.

From outdoor adventures and library programs to creative at-home activities, there are countless ways to keep kids engaged while keeping spending in check this summer.

Give this article a read for ideas that are both family- and budget- friendly: https://www.yahoo.com/lifestyle/articles/50-money-saving-summer-activities-140210730.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAALJu_aF-bugmNOhujnesvK2MFi13E7gKEvQKutoRkobFbA1rm1Emp2JwVwcZy5tTvC6WDQTemdvYuhiUN1Le45J91wVo9bUC81UbLO8BfHvRsZQ47FxcWVwgO5M_yZJpXw97tP6gQO_A-nnWh0Us60xeShAhDl2aqILq8Q4qleI6

We are hitting the midpoint of the year, and June is the perfect time for a financial check-in. Small adjustments today ...
06/09/2026

We are hitting the midpoint of the year, and June is the perfect time for a financial check-in.

Small adjustments today can make a big difference even by the end of the year. Which of these areas are you focusing on the second half of the year?

06/09/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead, including the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke, CFA discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in https://cetera.com/research-and-insights

06/03/2026

If you're a business owner saving for retirement, a SEP IRA may not be your only option. For self-employed individuals, a Solo 401(k) can offer higher contribution limits, valuable tax advantages, and added flexibility.

In a recent blog, Dean Peterson breaks down the key differences between two retirement options for business owners to help determine which strategy best supports your long-term goals.

Read more: https://www.truplanadvisors.com/blog/the-benefits-of-solo-401ks-for-business-owners

06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke, CFA thinks in https://cetera.com/research-and-insights

Planning for college doesn’t have to happen all at once. For many families, it starts with small, consistent steps and g...
05/29/2026

Planning for college doesn’t have to happen all at once. For many families, it starts with small, consistent steps and grows over time. 529 College Planning Day is a good reminder that starting early can make a lasting impact.

Address

3300 Fernbrook Lane North, Suite 210
Plymouth, MN
55447

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

Telephone

+17635418400

Website

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