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We are a local, financial consulting business helping residents of Southeast Minnesota with investment advice and saving for retirement. Clients come from Rushford, Peterson, Rushford Village, Mabel, Houston, Caledonia, Lewiston, Winona, and everywhere in-between and beyond. You will find us in the Mill Street Mall in downtown Rushford, Minnesota.


Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, CA, IA, KY, MN, TX, WI

Licensed to sell insurance products in the state of MN.