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A 3-step process designed to simplify your financial life

Organize.

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

Collaborate.

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

  • Financial planning
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  • Investment management
  • Estate planning
  • Insurance

Guide.

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...

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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: 

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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
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Qualities Your Estate Plan Executor Should Have
Qualities Your Estate Plan Executor Should Have
2 minute read read

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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.

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Free Guidebook  11 Retirement Realities You Need to Know Download
Free Guidebook  7 Things Your Financial Advisor May Not Be Telling You Download