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Built on over 30 years of experience, Minnesota Financial Resources assists individuals and small businesses through customized financial and insurance services. Our team of professionals offers a hands-on approach through the use of tailored programs designed to help grow, protect, and conserve our client’s wealth.

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Investments

 
 

Retirement

 
 

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Insurance

 
 

Taxes

 
 

College Planning

 
 

Business Planning

 
 

Money Management

 

Helpful Content

Monthly Budget

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

 

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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