We’ve Moved! 6121 Excelsior Blvd. St. Louis Park, MN 55416

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We’ve Moved! 6121 Excelsior Blvd. St. Louis Park, MN 55416

Thank You!

We can’t wait to talk to you more about your retirement savings goals and how the TaxSmart™️ retirement program can help

We’ll be reaching out soon, or you can select a time that is convenient for you from the calendar below!

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Want a Retirement Free From Financial Stress?
Book Your Free TaxSmart™ Financial Review Today.

We’ll review your finances and tell you what you can do immediately to get on the right track for retirement.

Book now
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Download the Top 10 Mistakes That Increase Your Taxes

In this free report, you’ll learn…

  • Why being passive and having no plan of action for your taxes can kill your retirement.
  • The amount of money you can save with tax planning. (HINT: It’s often at least 5 figures.)
  • What the top 10 most common tax mistakes people make are and how you can avoid making them.
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Danielle Christenson

Paraplanner

Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration.

Danielle is a lifelong Minnesotan currently residing in Farmington with her boyfriend, and their rescue Senior Pittie/American Bulldog Mix. She enjoys attending live music and traveling. Danielle is also an avid fan of the Minnesota Wild.