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

Over the years, we’ve used different channels to provide information for retirees in the Twin Cities. Many of you have listened to us on radio and attended one of our summits, seminars, dinners, or personal consultations.

We are still offering all of the above and recently added Retirement Elevated, which is a classroom format for comprehensive retirement information, It’s like going to school without the tests.

Each course includes income, tax and investment planning with guest lectures on healthcare and estate planning. The classes are packed with information.  In this year of change and evolution, we are dedicating 2016 to education. If you think a refresher course is for you, contact us about enrollment in Retirement Elevated or for a custom retirement analysis on your schedule… call us at

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