ESTATE & FINANCIAL SERVICES

helps organize your wealth and financial goals through an exclusive, independent and comprehensive planning approach.


ico-tree LEGACY VS. LOTTERY.

Our clients see the value of planning and knowing their wealth will continue to the next generation without siblings squabbling and squandering their inheritance or incurring expensive probate or estate tax costs. Our clients want to enable, not entitle the next generation.

Whoever inherits your wealth will treat it one of two ways; they will spend it for their short term fun or save it for their long term gain. The difference is their attitude. They will either win the lottery or receive and respect the legacy. You decide, by planning or not, how your family will see your wealth. We help guide and coach you through the legacy you want to leave for your generations.

 

icon-dollar YOUR VISION. OUR EXPERTISE.

We take the time to listen and understand each unique family situation. Through an in-depth understanding of your situation we learn to walk in your shoes to help identify your goals, objectives and values.  Since 1978 Estate & Financial Services has successfully helped organize many families’ financial, investment, retirement and estate plans. We work with your family and your attorney, accountant and other professionals to ensure your plan is coordinated and updated. Let us show you how our independent nature allows us to be different than any other experience you have previously had.

ico-checkmark HOW TO GET STARTED.

Call or email to setup a confidential, initial appointment to review your estate and financial plans.

This no cost, no obligation consultation will take about 1-2 hours.

Once the initial appointment is set, you will receive a packet of information of what to bring to the appointment. Please complete the information form included in the packet.

For your convenience, we will provide you a map showing our location in Mankato.

Contact us today…

Phone 507-625-1778
Toll Free 800-669-8101
Email


CALENDAR OF EVENTS

SEMINAR REGISTRATION

The Four Segments of Financial Growth

Learn More

Goals, Planning and Relationship Building – We Get to Know You.

Investment Management and Retirement Planning

Planning for Nursing Home Liability

Estate Planning– Wills, Trusts, and Probate Avoidance

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