Business continuation

We advise on strategies to aid in funding the transfer or sale of your business.

Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC, a SEC registered investment adviser.

​Insurance product guarantees are subject to claims paying ability of the issuing company.

you're safe with us

we advise our clients the same way we'd advise our parents.


visit us in the savage lofts AT 169 & 13-S.

CALL US TODAY!   952-855-1198


Take the emotion out of investing with our big picture approach.

social security

We show you how to get the most out of your social security income by coming up with a personalized plan.

Your financial well-being is our top priority. We'll provide you with the tools and information you need to maximize your income and enjoy your retirement years.


Fill gaps in your projected income with dependable fixed annuities that will pay out consistently through your retirement years.

life insurance

We help you plan for your family and estate's protection while finding the lowest premiums available.