Our Advisors
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Darin M. Hanson, LUTCF Financial Advisor
218.740.6282
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Thomas R. Berrisford Financial Advisor Email Tom
218.740.6287
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Scott E. Fisher Financial Advisor
218.740.6288
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Patrick D. Francisco Financial Advisor
218.722.0508
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Advisor Support Team
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Dylan Kolquist Client Services Associate
218.740.6282 |
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Amanda Soberg Administrative Assistant to *Patrick D. Francisco
218.722.0508 |
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Newsletters
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FAFSA for 2025-2026 School Year Opens December 1
Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
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A Critical Combo: Life Insurance with Long-Term Care Benefits
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.