Financial Advisors in Woodbury, Minnesota (Washington County)

Michael Helffrich, BS, CFP, M.Div., MBA
PFP Advisors, Inc., provides general financial planning advice for individuals and trusts. In addition to general planning questions, the company specializes in:
1. Qualified Plan and IRA Distribution Rules and Regulations
2. The financial portions of Estate Planning
3. Charitable Gift Planning... See More

We are committed to working with clients to help them strengthen their resources and capability by establishing values-oriented goals and creating a financial MAP that leads the way. We enjoy working with clients who seek a mindful, comprehensive method to their long-term financial and personal well being.

Our mission is to help you improve your financial life while enhancing awareness of your personal values and psychological style in money matters. We work together as a team using a proven process of assessing key financial information, money personality traits, interpretation and analysis. Your unique family, social, career, and life history are incorporated with your goals to determine recommended solutions.

As a fiduciary, MAP places your interests above all others when working with you to establish yur goals and best implement your plan. MAP subscribes to the most current industry knowledge and regulatory guidelines to chart a successful course for your financial security. MAP also adheres to the professional Certified Financial Planner (CFP) and ChFC strict Code of Ethics.

MAP's client services and administrative team members work closely with you to facilitate and implement your plan to accomplish the steps required to achieve the desired results.

MAP coordinates regularly with other professionals, such as an attorneys, accountants, insurance providers, lenders and other specialists to obtain and integrate needed products and services into a complete financial plan.... See More

Brown Wealth Management, an Independent, Fee-Only, NAPFA Registered Financial Advisor, is known for its skill in investment management and retirement planning. We provide clients with traditional wealth management services including investment, retirement, insurance, educational, and estate planning advice.

All services are offered on a Fee-Only basis (i.e. no commissions charged or accepted)

Fiduciary Oath
Brown Wealth Management follows a fiduciary standard. We exercise our best efforts to act in good faith and in the best interests of our clients at all times.

We will provide written disclosure to our clients prior to our engagement, and thereafter throughout the term of the engagement, of any conflicts of interest, which may compromise our impartiality or independence.

We are Fee-Only and do not receive any compensation or other remuneration that is contingent on any of our client's purchase or sale of a financial product. We do not receive a referral fee or other compensation from another party based on the referral of our client or our client's business.... See More

SWA is a solution-driven wealth management firm with advisors in Prior Lake, Minneapolis, Coon Rapids, Lakeville and Long Lake, Minnesota. However, we work with clients across the United States. As a fiduciary for our clients, we help clients identify their specific life goals, and by designing an objective financial game plan; outlining unique opportunities to be utilized to achieve those goals, which typically include:
• Planning for retirement (i.e. when, where, how much, etc.)
• Potentially improve portfolio performance by using passive, low-cost, tax-efficient securities, and designing strategies to invest available dollars more tax effectively using an Asset Location Strategy approach
• By using our extensive tax background, we design and implement multi-year tax minimization strategies including concentrated stock and stock option planning, strategic Roth IRA conversions, charitable techniques, and many other strategies
• Generate ideas to better leverage small business ownership
• Review of mortgage / debt and potentially assist with interest reduction techniques
• Estate plan design and implementation assistance
• Review of life, disability and property casualty insurance coverages for appropriate coverage levels
Our advisors are all Certified Financial PlannersTM with one being a Certified Public Accountant and two others being Enrolled Agents. We leverage our tax expertise in our portfolio management techniques (via our Asset Location Strategy) as well as employing multi-year tax minimization strategies.
• Asset Location Strategy: We construct client portfolios to leverage the most tax-appropriate securities in the most advantageous locations (taxable, tax-deferred and tax-free).
• Tax Minimization: We design and execute a variety of tax reduction opportunities including (but certainly not limited to) creating a tax-effective savings plan, strategic Roth IRA conversions, tax-reducing charitable contribution approaches.
• Tax-Efficient Withdrawal Strategy: We design a client-specific action plan for tax-effectively generating a cash flow stream from a retiring client’s various cash producing resources. Those resources typically include pension income, Social Security benefits, taxable, tax-deferred and tax-free account drawdowns, rental income and the sale of a business.... See More

We help successful professionals build and manage wealth for retirement. As an independent financial advisory firm, we work with a large selection of investment and insurance companies and are able to find solutions that are the best fit for our clients' needs.... See More

Dana Menard, CFP

Dan Hiebert, CFP, MSFS
Oak Financial Planning was founded by Dan Hiebert. Dan has spent his career working with individuals and professionals providing financial advice they need to live a better life. Dan believes in comprehensive financial planning and has seen first-hand the benefits Dan can work with you to achieve your goals so you can live the life you want to. If you are a small business owner, Dan specializes in working with small business owners and professionals. He can help you find the financial balance between your business finances and your personal finances. Or if you are ready for the next phase in your life, Dan can help you exit the business in the most efficient way possible. About Dan
A CFP® professional, Dan has been in the financial services industry for 20+ years. He worked at Ameriprise Financial for over 17 years. Over his career at Ameriprise, Dan held various positions, including financial advisor, product wholesaler, advisor trainer, advanced case analyst, and risk mitigator.
Dan also is an instructor for CFP® certification programs, other advanced designations, and conducts trainings and live sessions for industry leading financial firms, advisors, and employees.
Dan earned a BS in Business from Hamline University and a Master of Science in Financial Services degree from The American College. Currently a doctoral student at The American College, he is studying for a PhD in Financial Services.
Please feel free to contact Oak Financial Planning for a free consultation.... See More

Peter Melsness, CFP
My Philosophy I do not sell investments or insurance. Instead, I provide ongoing financial planning and investment advice to help my clients clarify and then work towards achieving their most important life goals.
About Superior Financial Peter Melsness CFP® is founder and principal owner of Superior Financial which was launched in 2008. Located in Rochester I serve clients in the greater Twin Cities metro area and enjoy working virtually with clients across the USA.
As an independent, Fee-Only advisors, I do not accept commissions of any kind and feel this is the most objective way to provide financial advice.
I work with clients on a Fiduciary basis, meaning my only loyalty is to my clients - not a brokerage firm, mutual fund company or insurance company. I feel this is the best way to provide financial advice.

Clients:
A typical client is one who: Has goals Open to change Motivated to act Does not want to be sold a product... See More

Fee-only financial planning for couples, by a couple. Natalie Slagle, CFP® and Dan Slagle, CFP® work with professional couples on the technical and behavioral side of money. We help couples use money as a tool to align their visions with their money.... See More