Broker Check

Our Commitment:

We will get to know you

  • We are committed to providing you with sophisticated, personalized financial advisory services.
  • We will take the time to get to know you to determine the optimal approach for you, your family or your business.
  • We will work to earn and keep your trust so that you feel comfortable sharing your financial goals and concerns.

We will simplify what can be a complicated process

  • We will communicate with you in plain language, allowing you to understand the impact of your financial decisions.
  • We will provide you with relevant information needed to help you feel informed about financial matters that pertain to your investments and goals.

We will be proactive and accessible

  • We will regularly review, monitor and adjust your strategy based on evolving circumstances and goals.
  • We will provide the opportunity for an in person client review a minimum of once per year, more at your request.
  • We will address any client service issues immediately. While you can contact any member of our team, our Founder, Dan Steichen (952-955-9781, [email protected]) is always available to address your questions or concerns.

We will invest in our business to provide quality service

  • We will continue to invest in leading research and technology tools.
  • We will strive to stay on the cutting edge of effective money management and planning techniques.
  • We will provide our team with education and growth opportunities.

We will place your interests first in every decision we make

  • We will always remember that you, our clients, are the most important people to our company.