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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Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
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Market Measures: Beyond the Dow
In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.
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Insurance Gaps May Pose Risks for High-Net-Worth Households
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
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A Pension Strategy That May Boost Your Income
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
Calculators
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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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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.