Minnesota > Plymouth > Retirement Planning Navigators

Retirement Planning Navigators

Verified Listing

(612) 216-2075
15600 35th Ave N
Suite 101
Plymouth, MN 55447
Category: Finance & Legal:Financial Services


About

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.


Products And Services

Duty of Care of a Fiduciary – putting your interests first
Specialization in IRA and Qualified Plan regulations and investments
CERTIFIED FINANCIAL PLANNER™ Professional
CERTIFIED RETIREMENT PLAN SPECIALIST™
Extensive IRA training from Ed Slott, CPA
Member of Ed Slott’s Elite IRA Advisor Group™
Member of the Winona Community Foundation Investment and Finance Committee – overseeing the performance of Foundation assets



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