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Complimentary Analysis

Everything you need to know to determine if we're the right fit for eachother

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Risk Number

Discover if your current investment & retirement portfolio is riskier than you think it should be.


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About Us

We serve a very select group of people who are uniquely positioned to take their financial situation to the next level on the road to, & thru, financial independence.

Over almost 4 decades, we have developed & refined a process that puts all the pieces together for our clients to get from where they are now, to where they want to be, with our “CCC Roadmap” consulting services process. >>LEARN MORE>>

Located 4 miles West of downtown Minneapolis on the South frontage road of 394/12 between Louisiana Ave & Park Place/Xenia

6301 Wayzata Blvd | St. Louis Park, MN  55416 | 866-540-0153