We've moved to the storefront location!

September 1, 2019: New Office – Same Address!

Your local financial services firm, helping people like you with financial planning and investing!

Ways to build knowledge for your wealth planning

Coffee Meetings

These gatherings are informational and offer opportunities to discuss current events, the economy, and investing! Invite a friend — the coffee is on us!


Our newsletters give you access to timely, insightful investment information prepared by LPL Financial. To ensure you have the most up-to-date analysis, newsletters are released weekly.

Financial Focus Meetings

These events typically feature a specific topic or stage of life, such as Women in Transition, Living in Retirement, Global Market Insight. Guest speakers share and open the meetings for Q&A.

Upcoming Events


Coffee Meetings: 

Future coffee meetings are postponed until dates can be determined. Please check back for updates.



Upcoming Dates:

5/26/20 - Social Security

06/23/20 - Market Update

08/25/20 - Long Term Care Planning

09/22/20 - Medicare

Location:  Turtle Bread Company (4762 Chicago Avenue S., Mpls)
Time: 9am - 10am


Next Volunteer Opportunity:

Feed My Starving Children
Saturday, October 17, 2020



Client Shredding Event:

Clean out those file cabinets and drawers!

Join us in safely disposing of your paper documents. All paper material received for confidential destruction will be securely shredded on-site. Complete your drop off and say hello (join us for an appetizer or two)!

Saturday, April 25, 2020

11:00am – 1:00pm