(952) 445-8753
1275 Ramsey Street, #100 Shakopee, MN 55379

Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

PREPARING FOR THE FUTURE

Income Planning
Elder Care Planning
Estate Planning

Let Us Help:

Combating Tipping Culture’s Impact on Shakopee, MN Wallets

Let’s start today with a reminder.If you filed for an extension and haven’t yet submitted your 2022 taxes, the deadline for doing so is coming up quickly. Let’s get things settled before October 16:952-445-8753And beyond that, the moratorium on paying student loans is...
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1099-K Reporting Requirements: Clearing Up Confusion for Shakopee, MN Taxpayers

The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so...
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Shakopee, MN Car Shopping in 2023

Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to your Shakopee, MN pool, outdoor amusements, a little grill-out … maybe buying a new car?Typically Labor Day is one of the biggest car shopping days of the year. As dealers look to...
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What Rising Mortgage Loan Rates Mean for Shakopee, MN Home Shopping

It’s almost September as I write this. First, I need to remind you that the filing deadline for tax extensions is nearing. October 16th will be here before you know it:952-445-8753 If you’ve comfortably waited around at home thinking you have plenty of time to...
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How an Identity Protection Pin Can Save Shakopee, MN Taxpayers

Here we are, nearing the end of August, looking September and fall in the face. And that calls for a couple tax-related reminders.1. If you’re a teacher... you’re a true Shakopee, MN hero, which is why I want to make sure you remember that you can claim up to $300 for...
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Energy Efficient Home Improvement Kickbacks for Shakopee, MN Homeowners

I want to start today by sending my thoughts to those suffering and grieving in Maui. You’ve likely heard about the wildfires raging there (the deadliest in more than a hundred years, actually, with search efforts only just beginning). If you’re at all interested in...
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Check Payment Alternatives to Consider Now, Shakopee, MN Friend

Remember when music went digital? No more massive stacks of CDs or worries over scratched discs. You could exchange all of that for your first-generation iPod that fit in your pocket.But if you’re old enough to remember that, you also remember a less-than-legal shared...
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Could Tax Refunds Be Waiting for You, Shakopee, MN Taxpayers?

Well, let’s start with some good news on the economic front. After the latest earnings reports, it looks like the GDP is doing better than analysts thought thanks to consumer spending and an aggressive investment attitude by businesses this year. Recession fears...
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Roger Menden on Insurance Planning for Life’s Big Changes

Looks like another (and most likely final) fed interest rate hike is expected this week. Curbing inflation never seemed so expensive, am I right?Because your dollar just doesn’t seem to go as far as it used to, being more focused on tracking your money is more...
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A Restarting Student Loan Debt Repayment Guide for Shakopee, MN Borrowers

Man, I love summer. Longer days, time outside in nature, burgers on the grill… scorching hot weather… Okay, so that last part not at all. And the heat continues to turn up across the US and parts of Europe (it was so hot they closed the Acropolis multiple...
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