CONNECTING YOU TO FINANCIAL FREEDOM
We provide financial services and clear solutions to bring you peace of mind as you plan for your future and protect those you love.
We’ve got you covered. We serve clients throughout North Dakota and even across state lines. We would love to work with you via phone, email, or video conference, as well as in person in Bismarck, Minot, and Dickinson.
As an independent firm, we are committed to offering clear, unbiased advice as we help you reach financial independence.
We offer a full range of time-tested investment options, financial services, and insurance products.
We strive to build long-lasting relationships with our clients, offering education and guidance as we partner with you.
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Our goal is your success. Below are some resources to help you have a successful financial future.
A collection of handpicked articles.
Calculators to help guide your financial decisions.
Engaging educational videos.
Quick slideshows with great information.
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin