Proactive Financial Planning Services
Prioritizing your personal interests to create the right comprehensive financial plan for you
We believe in aligning your financial strategy with your lifestyle goals and values. We’ll leave no stone unturned to create a plan that clearly defines your goals and helps you to make financial decisions with confidence.
We will help you review, improve, and grow the performance of your business by de-risking and improving the profitability of your most important asset, your business.
As a Certified Exit Planning Advisor, we help you determine how to accelerate the value of your business so that when you eventually decide to transition, exit, or sell someday, you will know that you made the right decision for you as well as your family.
Ongoing investment management services are available to all of our clients. Our investment approach is grounded in Nobel-winning economic theory and backed by decades of empirical research. We use evidence-based investing to help you stay on track to meet your goals.
Tax Planning and Tax Prep
Every financial decision you make has a tax effect and we proactively identify planning opportunities to help reduce your lifetime tax bill.
Retirement and Social Security Planning
Whether retirement is 5, 10, or 20 years away, we’re here to help you create an optimal strategy for saving, investing, and ultimately distributing your hard-earned money. Our strategies are built to ensure you do not outlive your money.
Your wealth is a tool to help you make a difference and leave a legacy. Through proactive tax, estate, and philanthropy planning, we’ll help you leverage your money in a way that aligns with your purpose and leaves a legacy for the next generation.
Digital Asset Management
As a Certified Digital Asset Advisor, we see cryptocurrency, blockchain technology, and decentralized finance as playing a big part in the future of finance and aim to make managing it as a portion of your overall investment portfolio.
Overcome Your Financial Obstacles
Services created with your best interests in mind
At Twin Cities, we understand that each of our clients has their own unique situation, which is why our financial planning focuses on establishing a plan that addresses all aspects of your life.
Together we track your financial vital signs for a clear view of your financial health.
You can think of the Elements scorecard like your vital signs at the doctor's office: they help us both see how you're doing financially and where we should focus our effort to help you progress toward your goals.
- Commission free, fee-only services
- 20 years of industry experience
- Sworn fiduciary
- Independent, credentialed firm