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Insurance Products

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Protection for what matters most

You’ve worked hard to build the life you’ve wanted. Insurance can protect you and those you love from an unexpected death, illness and even from living longer than expected.

By protecting yourself with life and long term care insurance, and with an annuity, you can help yourself find peace of mind in knowing you’ve done the right thing.


wealth advisors team photoCraig Lundquist, Senior Wealth Advisor and Kristin Becker, Senior Wealth Advisor Office Coordinator.

Let Us Help

Whether you have one financial issue you want to tackle today, or realize it’s time to put together a comprehensive financial strategy, Craig Lundquist, Senior Wealth Advisor, will take the time to listen and learn about your unique situation.

Ready to get started? Give us a call at 651-773-2876 or schedule an appointment.

 

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RETIREMENT PLANNING

Where do you see yourself in 10, 15, 0r 20 years?

Advisor's Monthly Article

Shielding assets from probate
Provided by Craig Lundquist

Calculators

Put your goals into perspective

No-Cost Workshops

Join us for an upcoming Wealth Management Workshop
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2020 - 21 Holiday Hours

Martin Luther King, Jr. Day

Monday, January 20th
All locations closed.


President's Day
Monday, February 17th
All locations closed.


Good Friday
Friday, April 10th
All locations open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


Memorial Day
Monday, May 25th
All locations closed.


Independence Day
Saturday, July 4th
All locations closed.


Labor Day
Monday, September 7th
All locations closed.


Columbus Day
Monday, October 12th
All locations closed.


Veterans Day
Wednesday, November 11th
All locations closed


Thanksgiving Day
Thursday, November 26th
All locations closed.


Day after Thanksgiving
All locations are open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


Christmas Eve
Thursday, December 24th
All locations open until 1:00 p.m.
Lobby - 9:00 a.m. to 1:00 p.m.
Drive-thru - 9:00 a.m. to 1:00 p.m.


Christmas Day
Friday, December 25th
All locations closed.


New Year's Eve
Thursday, December 31
All locations open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


New Years Day (2021)
Friday, January 1st
All locations closed