If you find managing your personal finances confusing, you've got company. In today's uncertain world, it is more important than ever to carefully plan for your financial future. Our advisors are driven by what's in your best interest – not by market bias or sales quotas. You will never be pressured to buy something you don't need. We'll listen carefully and help you create a strategy that balances your risk tolerance with your return goals. No pressure - just sound advice.
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Receive professional advice based on your individual needs.
Develop a successful financial plan.
Find the right education savings plan.
Protect your family from financial hardship.
Shelter yourself from the risks that long-term care may present.
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Access your investment information online.
Learn how to use key features in Investor 360.
Find current tax schedules and connect your Investor 360 account to TurboTax and Quicken.
Learn about Commonwealth Financial Network (our broker/dealer) and National Financial Services.
The financial advisors of Think Financial Planning offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment. Think Mutual Bank is not a registered broker-dealer or Registered Investment Adviser. Think Mutual Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services offered by CES Insurance Agency, Think Insurance, or Think Financial Planning. Think Financial Planning is headquartered at 5200 Members Pkwy NW, Rochester, MN 55901. Check the background of this firm on FINRA's BrokerCheck.
This information is provided for new customers who live or work in Minnesota, and for existing customers residing in the states of AR, AZ, CA, CO, FL, IL, IN, IA, KS, KY, MD, MI, MN, MO, NM, NV, NY, ND, NC, OH, PA, SD, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside of these states due to various state regulations and registration requirements regarding investment products and services.