Broker Check

Are we a fit?

Our role in your financial journey

Determining the right level of financial services depends on several factors such as your life stage, financial complexity, and detail required to provide you exceptional service. We have a variety of team members available who will help you determine the best fit for your situation.


We can work together providing only financial planning, only wealth management, or we can do both.

Frequently asked questions

We are here to help with any questions you may have. At AdviceLink®, we understand that choosing the right financial service is a decision that depends on various factors unique to your situation. That is why we are here to address some common questions about our services, helping you navigate through the decision-making process with confidence.

How will we communicate together?

Each client-advisor relationship is different. Our door is always open to discuss life changes and questions. However, at a minimum you can expect:

 

Financial Planning:

  • Annual comprehensive review meeting
  • 24/7 access to AdviceLink® portal
  • Quarterly email newsletter (optional)
  • Calls and emails as needed


Wealth Management:

  • 24/7 access to AdviceLink® portal
  • Quarterly email newsletter (optional)
  • Calls and emails as needed


Do you have an investment minimum?

We do not have asset management minimums. If you are able or willing to save and you’re eager to take the advice we offer, we would love to work with you.

How much does it cost?

The cost for service depends on the complexity of your financial situation. However, we are always transparent regarding fees and how we are paid before we establish a relationship.


We offer financial planning based on a fee-for-service model, and portfolio management is an annual asset-based fee. We may earn a commission or service fee for insurance, investment, or other securities products implemented.


How do I get started?

We are excited to connect with you! The first consultation is always complimentary with no obligation to continue with service if we are not a fit for your needs. 


You can schedule that call at (612) 251-6514, and our team will be in touch with you if there is any information we need to provide value in that very first conversation.

Financial security begins by building a plan you can trust.

We may not be a good fit if...

Who should consider a relationship with us?

  • You do not have an organized financial plan.
  • You lack the time, expertise, and discipline to manage finances yourself.
  • You worry too much about money.
  • You desire help when making important financial decisions.
  • You desire a trusted advisor team for surviving family should anything happen to you.
We may not be a good fit if...

We may not be a good fit if...

  • You seek investment fads.
  • You execute decisions not aligned with your financial plan.
  • You tend to ignore timeless advice.
  • You make financial decisions without consulting your advisor.
  • You have an advisor you love and would not leave.

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Our services

We deliver comprehensive financial planning and advice through a unique, integrated process.

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Contact AdviceLink® today to begin your financial journey with our supportive framework.

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Our team

Our experienced, knowledgeable team is committed to offering elevated service and care.

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