Helping you enjoy the retirement you’ve imagined.

Our goal is simple: Help hardworking people like you and your family to prepare, implement, and manage every phase of your pre- and post-retirement life, helping to ensure your “Golden Years” are just that—golden.

About

Providing holistic financial advice since 1998

Dave’s goal is simple: Help you live a more enjoyable life through strong, professional financial guidance with the understanding that wealth management is advice beyond investment advice.

He focuses on providing comprehensive financial and investment strategies allowing his clients to make quality decisions. These decisions should be based on each person’s individual goals and objectives.

As a CERTIFIED FINANCIAL PLANNER^™, or CFP^®, practitioner, Dave is firmly focused on his client’s financial well-being and believes this strengthens successful long-term client relationships.

Developing a comprehensive financial strategy is the process of wisely managing one’s financial resources to achieve their goals and dreams while navigating financial roadblocks that arise in every stage of life.

Dave is an avid angler, gardener, hunter, and traveler. He and his wife, Nikki, live in Elk River, MN, with their children Anna and Chet. They are very active in their local church, conservation groups, and other charities within their community.

CERTIFIED FINANCIAL PLANNER™

Certified Fund Specialist

Wealth-building services

Your investment and financial strategy should revolve around you.

We strive to truly understand your financial goals and objectives and then develop a highly sophisticated approach to help meet your needs.

• Comprehensive financial planning
• Estate planning*
• Retirement strategies
• Wealth management

How much do you charge?

Financial planning is a standalone fee-for-service. We do not have asset management minimums, nor do we use gimmicks and high-pressure sales tactics. Personalized investment management, insurance, and securities implementation are provided as optional and separate services for an additional cost.

How it works

Start the conversation.

First, we will talk with you to learn about your goals and dreams. Then, we work together to figure out the best way to prioritize your resources, so you can get organized and take control of your financial situation.

Build your personal financial plan.

The next step is to create a personalized financial plan centered on your life goals. This plan is tailored specifically to you, based on your current income and expenses and aimed at your long-term objectives. This gives a clear picture of where you want to go and the steps you need to take to get there.

Take action.

Putting your plan in motion is where the real work begins, and when we show our value the most.

At our core, we provide invaluable support through effective execution. Our expertise helps you stay accountable to and aligned with your plan. We will schedule regular reviews to ensure progress toward your goals, along with offering support and guidance as things change in your life or in the markets.

With our guidance, you can turn your plans into reality.