For Individuals & Families
Asset Plan
A focused plan for what you own. We review your accounts, allocation, risk, and cost, and show you how it all works together. You'll know where you stand and what you need to do to hit your goals.
Best for investors who want a second opinion.
Financial Plan
The full roadmap. Retirement, income, insurance, estate, and education, with the impact of each decision modeled in real time. This is the plan most people start with.
Best for people planning what comes next.
Tax & Financial Plan
Your financial plan built with tax optimization in mind. Our in-house accounting team prepares your tax return and collaborates with our advisors, so every investing decision is tax efficient, often with significant savings.
Best for business owners and complex households.
For Business Owners
Fractional CFO & Valuation
Succession & Exit
CFO-level insight without the full-time hire. Budgeting, cash flow, audits, and a defensible valuation when you need to know what the business is worth.
When it is time to step back, we help you plan the exit, from succession and sale to mergers and acquisitions, and fold the proceeds into your personal plan.
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Locations
The Oracle Centre, 900 2nd Ave S, Suite 1500
Minneapolis, MN 55402
3601 Minnesota Dr, Suite 660
Edina, MN 55435
Bookkeeping & Payroll
Clean books, on time. Monthly bookkeeping, financial statements, and payroll, handled by our in-house team so you can stay focused on running the business.
Tax Planning & Preparation
Business and personal returns prepared under one roof, with planning all year, so April is never a surprise and no deduction gets left behind.