Wealth Transfer & Estate Planning is a financial planning firm located in Minnetonka, MN. They specialize in providing fee-based planning services to business owners, executives, and individuals, helping them with retirement income goals, investment strategies, estate planning, and more. With a team of dedicated professionals, they offer personalized assistance and long-term support to help clients reach their financial goals.
As licensed insurance and securities professionals, they can provide valuable guidance on nonqualified deferred compensation plans, wealth allocation, and risk management. Their services also extend to collaborating with CPAs to address clients' evolving needs. With a focus on personal service and a commitment to client satisfaction, Wealth Transfer & Estate Planning is a trusted resource for comprehensive financial planning.
Generated from the website