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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.

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OUTSIDE THE BISMARCK-MANDAN AREA?

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.

Our Team

Our Team

As an independent firm, we are committed to offering clear, unbiased advice as we help you reach financial independence.

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Our Services

Our Services

We offer a full range of time-tested investment options, financial services, and insurance products. 

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Our Approach

Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance as we partner with you.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Resources

Our goal is your success. Below are some resources to help you have a successful financial future.

Articles

A collection of handpicked articles.

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Calculators

Calculators to help guide your financial decisions.

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Videos

Engaging educational videos.

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Presentations

Quick slideshows with great information.

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Take Charge of Your 401(k)

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.

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"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

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