TruPlan Financial Advisors

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

08/31/2026

What will this week's economic data mean for rate hike odds?

Join Chief Market Strategist Brian Klimke, CFA on this week's episode of hashtag as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

Read more: https://cetera.com/research-and-insights

Digital payments have made shopping faster and more convenient, but they can also make it easier to lose track of your s...
08/21/2026

Digital payments have made shopping faster and more convenient, but they can also make it easier to lose track of your spending.

Between tapping your phone, shopping online, and using a Buy Now, Pay Later option, small purchases can add up before you realize it. This article explores why digital payments can influence spending habits and offers simple strategies to help you stay mindful of where your money is going. https://www.kiplinger.com/slideshow/retirement/t006-s003-7-great-places-to-retire-in-florida/index.html

08/21/2026

TruPlan team members from Minnesota and New Jersey gathered in Salt Lake City this month to attend our broker-dealer Cetera’s Connect2Peers conference. We always enjoy collaborating with other financial advisors and learning innovative methods that will shape our industry. Our commitment to continuing education is central to serving our clients well.

Financial wellness isn't built overnight. This National Financial Awareness Day, take one small step toward your future....
08/14/2026

Financial wellness isn't built overnight. This National Financial Awareness Day, take one small step toward your future. Whether it's increasing your retirement contribution, reviewing your budget, or scheduling a financial check-in…every step counts!

08/13/2026

A recent survey found that many parents feel compelled to spend beyond their means at back-to-school time so their children don't feel left out—with some even taking on debt to cover expenses. It's an important reminder that planning ahead, setting a realistic budget, and teaching good financial habits is an opportunity strengthen your kids’ financial foundation as they head into another year of learning.
Read more here: https://finance.yahoo.com/small-business/articles/back-school-parent-trap-beyond-123000025.html

Thank you to everyone who joined us for our Client Appreciation Night at the Twins game. We truly value the relationship...
08/12/2026

Thank you to everyone who joined us for our Client Appreciation Night at the Twins game. We truly value the relationships we've built with clients over the years, and it was wonderful to spend an evening together outside the office.

We appreciate your trust and look forward to seeing you again soon!

Please join us in welcoming Mike Diekmann to the TruPlan Financial Advisors team in New Jersey!As a Financial Services A...
08/10/2026

Please join us in welcoming Mike Diekmann to the TruPlan Financial Advisors team in New Jersey!

As a Financial Services Associate, Mike will work alongside our advisors to help clients clarify their financial goals, develop personalized strategies, and make informed financial decisions with confidence. He previously worked as a Workplace Planning Consultant at Fidelity Investments, and we’re thrilled to expand our capabilities with the addition of Mike’s knowledge and experience.

Outside the office, Mike enjoys fishing, spending time with his dog, Reggie, and hitting the golf course. Learn more about Mike on our website: https://www.truplanadvisors.com/team/mike-diekmann

08/03/2026

A stronger-than-expected jobs report could give the Fed additional confidence to keep rates higher for longer. Join CIO Gene Goldman, CFA on this week's episode of as he breaks down the July payroll outlook, the labor market signals pointing to a potential rebound, and what investors should watch as markets navigate inflation and interest rate uncertainty. https://cetera.com/research-and-insights

As part of our Meet the Team series, we invited you to get to know Dean Peterson, AIF® and our very own Senior Qualified...
07/23/2026

As part of our Meet the Team series, we invited you to get to know Dean Peterson, AIF® and our very own Senior Qualified Plans Specialist.

Dean has spent more than two decades helping businesses navigate qualified retirement plans and preparing hundreds of employers and employees for the future. Since joining TruPlan in 2018, he's been a trusted resource for companies across the Midwest looking for customized retirement plan solutions.

Outside of work, Dean enjoys golfing, family travel, and cheering on youth sports with his wife, Kathy, and their two sons.

Learn more about Dean and his role on our team by visiting his bio here: https://www.truplanadvisors.com/team/dean-peterson

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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