Financial planning with Retirement Planning Navigators provides you with the chart and direction to work towards reaching your goals. We use a very open style that is honest and direct - a fresh, new approach to financial guidance.
Duty of Care of a Fiduciary - putting your interests first
Specialization in IRA and Qualified Plan regulations and investments
CERTIFIED FINANCIAL PLANNERâ„¢ Professional
CERTIFIED RETIREMENT PLAN SPECIALISTâ„¢
Extensive IRA training from Ed Slott, CPA
Member of Ed Slott's Elite IRA Advisor Groupâ„¢
Member of the Winona Community Foundation Investment and Finance Committee - overseeing the performance of Foundation assets
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