Amy L O'KeefeĀ 

CONNECT

Address:

3025 HARBOR LANE N, STE 222
Plymouth, MN 55447

Phone:

763-381-5770

Fax/Other:

763-205-4996

Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Retirement Planning 
Aiming to make the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 

Tax Management 
Looking for ways to manage your current and future tax burden. Referring you to qualified tax specialists. 

Estate Planning 
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Addressing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. 

Risk management 
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the appropriate policy for your situation. 

Education Funding 
Recommending investment and accumulation strategies with the objective to help you pay for your children's education. 

Investment Planning 
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you puruse your goals. 

Employee and Executive Benefits 
Helping your business attract and retain qualified employees through benefit packages.