Brad has lived in Minnesota all his life in part because of his family, and in part because he enjoys the activities that Minnesota has to offer. He and his wife enjoy spending time with their four children and seven grandchildren. Brad also loves the outdoors and spends his spare time fishing, hunting and other seasonal activities including snowmobiling in the winter and boating on Lake Minnetonka in the summer. He started in the investment and insurance industry in 1989 and the years of experience since then has helped Brad have a better understanding of individual financial goals and concerns. There is a sign in his office that reads, “I promise to never recommend to you anything I would not recommend to myself considering your goal and the situation I perceive you to be in.”
Services & Experience:
Supports Families, Individuals and Small Businesses
Each has their own particular concern and goals. Brad listens and seeks to understand and each person’s unique situation and then designs a plan to help fit the investors needs and wishes.
Business Succession Plans
Brad helps businesses create a plan that will allow the owner the ability to pass on the business while striving to maintain retirement objectives and keep taxes under control and affordable to the new owner.
Helping Individuals Leave a Legacy
When someone has worked hard all their life, saved and sacrificed, passing assets to loved ones is important. With mindful financial planning, Brad helps guide clients to fulfill this objective while keeping assets, taxes and probate in mind.
Business and individual retirement plans are important and choosing the right plan is crucial. Brad has the skills and knowledge to help choose an appropriate plan that works for your personal situation while making it easy to understand.
Insurance – Annuities – Mutual Funds
Whether you need Life insurance, Long Term Care, Annuities or Mutual Funds Brad has the experience and ability to work with many different companies to help find the solution best suited for you.
Minnetonka MN 55343