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Our Ideal Client

We like to work with an ideal client type to ensure we provide expert knowledge and advice, so our clients have maximum success. The following attributes match the majority of clients we work with -- Dual-Family Incomes, Pension or State Retirement Benefits, Planning for & Nearing Retirement, and on average 50+ in age.

Industries We Typically Service

MN State Government Employees

Public Safety

MN Public Health & Human Services

State Economic Development

College, University, & Public School Employees

Public Facilities & Utilities 

MN Parks & Recreation Department