Proudly providing comprehensive retirement services to the great states of Minnesota & Wisconsin.
Our goal is to help preserve your principal in retirement, and let you live out the retirement of your dreams! You will find a wealth of information in the forms of articles, calculators and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
Our Services
We are dedicated to guiding you through the complexities of financial planning. Whether you’re aiming for long-term wealth growth, retirement planning, investment strategies, or risk management, we’re here to craft a personalized roadmap that aligns with your unique goals. With a commitment to transparency, sound advice, and proactive strategies, we empower you to make informed decisions and achieve lasting financial success.
More people should learn to tell their dollars where to go instead of asking them where they went.
Your Financial Partners
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals.
Mike Kojonen
Director
David Spethman
SERVICING ADVISOR
Jessica Thell
OFFICE ADMINISTRATOR
Angie Kojonen
EVENT COORDINATOR
Luke Alseben
ASSOCIATE ADVISOR
Tate Hullett
OPERATIONS MANAGER/ADVISOR
Joe Altman
ASSOCIATE ADVISOR
INVESTMENT ADVISOR REPRESENTATIVE
Tori Kojonen
MARKETING ASSOCIATE
Amber Burch
Client Relations Manager
Empowering Financial Knowledge
We aim to provide valuable information and actionable tips to help you make informed decisions and achieve financial success. Stay tuned for regular updates and empower yourself with the knowledge to secure a brighter financial future.
Running a small business is a journey filled with excitement, challenges, and opportunities – often all on the same day! As small businesses ourselves, we know this from experience, and
If you’re an entrepreneur, you already know that starting and running a small business is an exciting undertaking, most often filled with both opportunities and challenges. While it’s essential to
When it comes to planning for a financially comfortable retirement, it’s important to utilize all the resources at your disposal. A Health Savings Account (HSA) is a smart financial tool
Running a small business is a journey filled with excitement, challenges, and opportunities – often all on the same day! As small businesses ourselves, we know this from experience, and
If you’re an entrepreneur, you already know that starting and running a small business is an exciting undertaking, most often filled with both opportunities and challenges. While it’s essential to
As Featured In:
Ace in The Deck (Annuities Unveiled)
Dive into the benefits of annuities for a worry-free retirement. Download our guide now to ensure your financial longevity!
Your Financial Journey Begins Here.
Take the First Step.
Schedule your complimentary financial review today!
