Financial Advisors in Prior Lake, Minnesota (Scott County)

Thomas Alf, CDFA, CFP, CPA
Knowing what you want is easy – knowing how to get there is not. Clerestory Advisors offer you personalized advice on financial planning matters and investment management services. Our long term commitment to your financial goals means we clarify your risk tolerance, short and long term financial needs and personal money philosophy. By taking the time to educate you, we make sure you are comfortable and knowledgeable as we move forward with a financial plan and asset allocation tailored to your needs. We can assist you with: Financial Planning Retirement Planning Risk Management Cash Flow Planning Tax Planning Estate Planning Investment Management Ongoing Investment Management and Financial Planning Divorce Planning & Assistance... See More

Steven Zimmerman, CFP, ChFC
Mindful Asset Planning (MAP) is a comprehensive financial planning Firm and Registered Investment Advisor founded by Steve & Susan Zimmerman in 1988 to help clients MAP their financial life planning strategies. "Mindful" means attentive and aware to both financial and human assets. Human assets include your family and career history, life experiences, belief systems, emotions, and goals. These are factored into recommendations to help guide your life and financial planning decisions.. Prosperity Clarity: Our mission is to help you MAP a more prosperous and satisfying life for the absolute most of your financial and human assets: * Your life path is better focused and more fulfilling * Goals are clear, prioritized, calculated, and funded * Your important decisions align with your values * Your personal confidence and net worth grows. To achieve this MAP gathers your historic style, preferences, and goals to clarify what works best for you. This includes: * Personality motivators * Financial resources * Emotional awareness * Personal values and professional goals * Family relationships MAP Founders: Susan Zimmerman is a Licensed Marriage and Family Therapist (LMFT) and Chartered Financial Consultant (ChFC). She is the author of books and supporting materials on financial psychology and moving through difficult transitions. Thousands have attended her workshops and used her money personality assessments to better manage decisions about spending, investment styles, and couples' communication. Steve Zimmerman is a Certified Financial Planner (CFP) with extensive experience in comprehensive finance, tax, retirement, risk, and portfolio... See More

Lauri Salverda, CDFA, CFA, CFP
We work with clients who value having a trusted partner in making significant life choices regarding their financial future. As a fiduciary and fee-only financial planner, we offer comprehensive financial planning and investment management services, independent of conflicts of interest.
We build lasting relationships based on trust and a complete understanding of your goals for the future. We ask our clients meaningful questions, listen carefully to your answers and develop specific solutions to meet your individual needs. We meet as needed to evaluate your plan and make adjustments to remain relevant and assist you in reaching your unique goals whatever they may be. Our goal is to create an open and comfortable atmosphere to work through any financial questions that may arise and to make it easy to execute your plan that we've created together.... See More

Stephen Galligan, CFP, CPA/PFS, MBA, MS
Stephen Galligan has an MBA in Finance & Accounting, and a MS in Applied Math & Statistics. His professional certifications and licenses are as follows:• MN Board of Accountancy - CPA Certificate 18124• Minnesota Society of CPAs - Member Id #14960• The AICPA PFS Designation - Certificate 07007• CFP Board of Standards - CFP License 057469• Registered Investment Advisor - MN Dept of Commerce• NAPFA Fee-Only Fincial Planner member... See More

I can help get you the best info on your retirement and savings questions. Whether you go through me or not, I hope I can help.I can say with certainty that what I deal with is guarantees in knowing how to get the most in your retirement without dealing with the "wall street roller coaster". thanks, Rick Wagner and 123legacy.com... 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