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