Wealth Management

We want to be your ideal partner

Rob and Talbs
 

 

 

 

We solve rather than sell. We will use our knowledge, tools, experience, morals, and values to

help build the right type of financial plan for you and your family.

 

Office - Andy Watch
 

 

Wealth Management

Independence: What this means to you.

Our goals and processes are aligned with your best interests.

  • An objective viewpoint on financial plan design
  • Investment advice and selection free from proprietary conflicts (full universe of mututal funds, indexes, separate accounts, etc.)
  • A fully transparent fee structure
  • Independent investment recommendations (what works best for you)

Expertise: Specialized designations that benefit you

We are committed to standards of investment fiduciary excellence.

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
    • Leading certification for investment advisers looking to help their clients holistically —more than just investment and insurance products
  • Accredited Investment Fiduciary® (AIF®)
    • The leading designation for investment fiduciaries for both individuals and retirement plans
  • Chartered Financial Consultant® (ChFC®)
    • Comprehensive course consisting of financial education, examinations, and practical experience.
  • Chartered Retirement Plans SpecialistsSM (CRPS®)
    • Signifies a thorough understanding of the administration of retirement plans for businesses and their employees to help them toward a successful retirement

 

 
Qualified Plans Green
 
Insurance Green
 
 

 

Qualified Plans

 

  Individual Insurance  
  Get personalized consulting from a Qualified Plan Financial Consultant® who is committed to designing the plan that meets your objectives and helps your employees achieve their long-term goals.   We customize an insurance plan that protects you and your assets. With the ability to shop the insurance market independently, we connect you with the specific product and insurance carrier that will deliver the coverage you are looking for.  
  ​Learn More​    ​Learn More​   

 

 
  Want to learn more?  
  Learn more on how we can help you build the financial future that you have always dreamed of.  
  ​Contact Us​   
 
 
DeGraaf - Full Logo Clear
 
215 Park Avenue South, Suite 100, Saint Cloud, Minnesota 56301
Phone: (320) 251-6968 | Fax: (320) 202-8505