Our mission is to assist you in making decisions that help you realize your dreams. We are a fee-only organization that maintains its objectivity through a policy of not selling products. Since we do not accept commission, split fees or referral fees, our only compensation is from you, the client, and therefore, meeting your needs is our number one priority. We serve people from all walks of life so we do not have any minimum income or asset requirements.
Our comprehensive financial planning services are provided on an hourly basis. You control the number of hours you want to invest in your plan. We will address your most pressing decisions first but encourage you to look at that decision in the broad context of your entire financial situation. Financial planning is a continuous process and we are available to update your plan as your situation changes and new decisions need to be made.
Our tax preparation services are charged on a per form basis (call 952-892-1121 for a no obligation quote). We have over twenty years of personal and small business tax preparation experience. You will receive personal attention in a face-to-face annual meeting with your preparer. Our fully computerized service insures accurate and thorough tax preparation with Minnesota and federal electronic filing at no additional charge.