Home | MN Retirement Services

Personal Wealth Management

By taking control of your financial future now, you'll pave the way for a prosperous and secure tomorrow.

Defined Contribution Plan

Transform your company’s future: Take charge of your corporate retirement plan.

Non-Qualified Deferred Compensation

Attract, Retain, and Increase Loyalty with your top executives.

Cash Balance / Defined Benefit Plan

Secure your retirement: Embrace the power of a Cash Balance/Defined Benefit plan.

THE P.O.M. FORMULA

Every action we take is based on our data-driven, 4-step process.

Design

Data-driven analysis is the foundation for everything we do.

Implement

Individualized strategies ensure that your goals are always a priority.

Monitor

Our comprehensive financial management means we're ready to address your every need.

Evolve

We work continuously to ensure your plan is efficient and timely.

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

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How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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