Qualifications & Experience
Training and Experience
Needs assessment for Life, Accident & Health Insurance
Retirement income planning for pre/post retirement
Education in the use of Life Settlements for Estate Planning
Reverse Mortgage and other supplemental income planning
Estate and Legacy planning
Business Continuation and Succession Planning
Employee Retention Programs
Executive Deferred Compensation
Funding for Shareholder Agreements
Certifications, Designations, Registrations & Training
Instructor for CPE and CLE classes
Certified Estate Advisor®
Minnesota Mortgage Professional®
Insurance Licensure: MN, WI, FL & CT
Real Estate Broker Licensure: MN, WI & FL
Mortgage Brokerage Licensure: MN & FL
25+ years experience in the construction industry
Inactive Securities Registrations: Series 24, 7 & 66
Affiliated Services We Recommend
Real Estate and Mortgage Services: We offer specialized real estate and financial services for a client's primary residence, second home or investment property. I am a licensed Real Estate Broker in MN, WI & FL, and licensed Mortgage Broker in MN & FL. In addition, I have specialized training in IRC 1031 Exchanges and holding real estate in Self-directed IRA's. As a National Associate of Engineered Tax Services and Cost Segregation consultant, I can provide clients with access to Cost Segregation Studies, Energy Tax Credits and Research & Development Tax Credits.
Business Succession Planning: I have 30+ years experience working as a small business owner. I work with clients and their tax and legal professionals on drafting, updating and funding of important business planning documents; such as, buy-sell agreements, business continuation plans, employee retention, retirement planning and developing a business exit strategy. I have presented and co-presented CPE continuing education for CPA’s and CLE courses for attorneys on these topics.
Estate and Legacy Planning: As a Certified Estate Advisor®, I have the training and experience necessary to help you craft suitable solutions for your unique situation. In addition to helping you organize and analyze your current financial status, I will coordinate the efforts of your tax and legal professionals to establish, and/or update critical personal and legal documents; such as, wills/trusts, durable powers of attorney, medical directives, beneficial designations and other important documents.
NEW! Web-based Performance Management for Business Owners: Minneapolis Financial Consultants, LLC offers a unique web-based performance management solution for businesses with 25 to 500 employees called FutureView™. The purpose of Futureview™ is to clarify performance expectations for all employees. FutureView™ will drive performance improvement and development. FutureView™ is the new prescription that will provide management and employees with 20/20 vision to see and measure performance, deliver feedback and guide development. Moreover, Futureview™ will increase compliance, accountability, boost productivity and reduce costs.
NEW! Affordable Health Insurance: Minneapolis Financial Consultants, LLC is pleased to announce that it has been selected as a General Agent for Assurant Health, IMG Global for National and International Medical insurance plans, and Writing Agent for PreferredOne (MN only). We now provide a wide range of medical plans for Individuals, Small Groups, Short Term Coverage, Student Coverage, Health Savings Account approved plans, and more..... Call today for a quote, or get a quote on-line. It's just that simple.
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