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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.

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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.

Retirement Strategies
Investment Planning
Tax Planning & Optimization
Estate Planning & Conservation
Insurance & Annuities

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

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.

As Mother Nature awakens from winter and ushers in the season of renewal, it’s an opportune time to rejuvenate your retirement savings strategy. Think of it as “spring cleaning” for

Often lurking behind our financial decisions is something called investor psychology. We humans are typically emotional by nature, and by that nature, we have innate biases that can lead to

As the seasons change and the days grow longer, it’s not just your living space that could benefit from a bit of spring cleaning—your investment portfolio might also need some

As Mother Nature awakens from winter and ushers in the season of renewal, it’s an opportune time to rejuvenate your retirement savings strategy. Think of it as “spring cleaning” for

Often lurking behind our financial decisions is something called investor psychology. We humans are typically emotional by nature, and by that nature, we have innate biases that can lead to

As Featured In:
Making the Transition to Retired Life

Making the Transition to Retired Life

DON’T LET TAXES DERAIL YOUR RETIREMENT

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

Your Financial Journey Begins Here.
Take the First Step.

Schedule your complimentary financial review today!

Secure Tomorrow, Today.

Schedule Your Complimentary Financial Review!

We’ll guide you through a personalized financial plan, ensuring you’re comfortable and confident in your choices.

Social Security Optimization

Avoid costly mistakes and find out how you can be prepared to capitalize on your Social Security benefits with a customized report. We’ll work with you to help uncover ways to maximize your social security benefits and learn about the ways to help increase your income in retirement and answer important questions such as:

What you don’t know could potentially cost you. Consider that there are:

rules for claiming your Social Security benefits
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ways to claim Social Security benefits
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of beneficiaries receive at least half of their income from Social Security.
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in additional benefits you could be leaving on the table.
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Principal Preservation Services

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