We are the financial planner Wayzata, MN can trust!
We are a fee only wealth management firm located in Wayzata, MN. Our focus is helping widows through transition including the loss of a spouse and divorce. Through our process of helping widows on both sides of money – technical and the personal side, we help our clients through transitions. While our focus is on serving widows, we help couples that want to make sure they are prepared no matter what happens to ensure their spouse is taken care of.
If you are looking for wealth manager in the Wayzata, MN area, contact us at 952-470-5049. Aurochs Financial Group is a Fee Only Wealth Manager serving Wayzata, Minnesota.
Benefits of our Ongoing Wealth Management Service:
- Save time: Spend more time with family while we attend to the details of keeping you on track toward your goals.
- Overcome inertia: Start building financial security by letting us put your plan into action for you.
- Peace of Mind: Rest easy knowing that a trusted professional is looking out for you and acting in your best interest.
Ongoing wealth management helps you in the following areas:
- Financial planning for your most important goals including retirement, college, etc.
- Career Coaching for job changes including the transition to retirement.
- Ongoing attention from a Certified Financial Planner™ who looks after the details of your plan.
- Proactive assistance with the paperwork, deadlines and administration necessary to keep your plan on track
- Updated plans that reflect substantial changes in your life or your financial situation
- Professional management and guidance of all your investment accounts, even your 401k, 403b and 529 plan
- Institutional-grade investments from leading fund families including Dimensional Fund Advisors (DFA Funds) www.dfaus.com
- Cash Flow planning to determine savings programs and for enjoying retirement with a well thought out plan for spending.
- Tax Planning to reduce the impact of taxes and the creation of an annual tax packet to give to your tax preparer.
- Liability and Debt Planning to achieve goals for debt payoffs and put a plan that makes sense.
- Client Aging Planning to carry out your wishes for aging gracefully and for end of life.
- Client Loss Process to help widows and make sure they are ok financially and guide them through the grieving process.
- Insurance Planning Yearly update of insurance needs, including assistance with ”shopping” for coverage. Ultimately the “right” coverage for the premium dollars.
- Business Planning to review both personal and business to make sure you are taking advantage of all the opportunities.
- Estate Planning to identify your wishes for your family and then work with the attorney to the proper plan is in place and implemented.
- Gifting Strategies to transferring wealth to your heirs and/or fulfilling charitable goals.
If you are looking for financial advisor help in the Wayzata, MN area, contact us at 952-470-5049. Aurochs Financial Group is a Fee Only Financial Advisor and NAPFA member serving Wayzata, Minnesota.