For Employees

As the team that works with your employer's retirement plan, we provide advice and education to help you understand plan options.  Together we can simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.  We provide individualized investment advice, effective use of online tools and resources and ongoing assessment to track progress and measure results. 
 

If you haven't joined the 401(k) plan, see your HR department.  If you are already in the plan, congratulations!  

Financial advisors Peter Newton and Dan Johnson have the experience and expertise to keep you on track; call us at 763.552.8888 for an appointment. 

Peter Newton, CFP®, AIF®, CPFA	Dan Johnson, CPFA