Years of experience have prepared us to guide you through your life transitions.
Focusing on Pre-retirees, Retirees, Investments, Tax, Legacy and Surviving Spouse planning.
Focusing on Growing Families, Small Business Owners, Investments, Life Insurance Solutions
I started in this business with a simple mission; To help people make educated decisions about their money. Even though the financial world has evolved, that mission has stayed constant. We help do this by listening to our clients financial concerns, helping our clients identify their financial goals, providing our clients with ideas and options, and by helping our clients implement and monitor their plan.
Most importantly we accomplish this mission by developing a long term relationship with our clients. We understand the importance of working with someone who is trustworthy, educated and able to give you advice to help you make good decisions about your money.
Feel free to explore our site and learn more about the services we provide. Should you have any questions or would like more information about our firm please email us or call us at (507) 263-4830.
Thank you for taking the time to visit our site, we look forward to talking with you soon.
Have a great day!
Keith Meyers, CFP®, CLU® , ChFC®
Our goal is to help our clients make educated decisions about their money by working with them to navigate through life's financial journey.
We are local financial professionals committed to helping our clients reach their financials by providing experience, knowledge, honesty and integrity.
Our initial meeting is an opportunity to get to know each other and share your financial concerns and goals. You are under no obligation, your initial meeting with us will be a relaxed and informal conversation and everything we discuss is confidential.