<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1421837511439089&amp;ev=PageView&amp;noscript=1">

All the specialists you need, all in one place. All dedicated to simplifying your financial life.

Check out the latest news and updates — Tax Reform Resource Center 

FINRA's BrokerCheck
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. Learn More

A 3-step process designed to simplify your financial life


We collect your financial information and consolidate it into your UniFi™ inventory.


Our Roundtable™ team approach helps ensure your financial plan is covered from every angle.

  • Financial planning
  • Retirement income planning
  • Tax strategies
  • Investment management
  • Estate planning
  • Insurance


We clarify your options and put your plan into action, supporting you every step of the way.

Resource Library

Insightful articles, guidebooks, videos and more from our Roundtable team of specialists and advisors.

Prepare for Winter with a Home Energy Audit
2 minute read read

The days are getting shorter and many of us are eyeing our thermostat, ready to turn on the heat as soon as the temperature dips too low. Just as quickly as...

Read Article
How to Save Green by Going Green

As the seasons start to change, Bruce and Peg talk about ways to save money on energy costs while being environmentally friendly.

Questions Discussed Include: 

Read and Listen
Jim Cahn: October Sell Off Not Cause for Panic

Chief Investment Officer Jim Cahn joined WCCO's Paul and Jordana on Oct. 10 to talk about the recent market down turn and why it isn't cause for panic. 

Your Tax Planning Guide for 2018 and Beyond
Watch Video
Qualities Your Estate Plan Executor Should Have
Qualities Your Estate Plan Executor Should Have
2 minute read read


Medical emergencies and the end of life aren’t things people like to think about, and their definitely not things many of us like to talk about with loved ones, but we’re here to tell you that those can be some of the most important conversations you’ll ever have.

Read Article
Free Guidebook  11 Retirement Realities You Need to Know Download
Free Guidebook  5 Baby Boomer Strategies for Pursuing Retirement Success Download