Financial Planning

As an Investment Advisor Representative with Mutual Trust Assets Management, Inc., my team of certified public accountants, certified financial planners and analysts, estate planning attorneys and college counselors serves customers in the State of Minnesota and are located in the Southeast Metro. Our mission is to provide local families and businesses with innovative financial strategies, solutions and planning.

As an Investment Advisor Representative we provide advice about securities to clients for a fee. Investment advisors receive compensation for providing advice regarding various investment products. Investment advisors are fiduciaries with an affirmative duty of ‘utmost good faith and full and fair disclosure of all material fact, as well as an affirmative obligation to employ reasonable care to avoid misleading’ clients.

As investment advisors we strive to:

  • Put your interests first
  • Understand your specific financial situation
  • Offer straightforward advice that reflects your long-term goals

We offer our prospective clients an initial complimentary risk assessment where we provide third-party analysis of their current investments, personalized income projections, and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.