Retire
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.
Products & Services:
Retirement Planning
Receive professional advice based on your individual needs.
Financial Planning
Develop a successful financial plan.
Education Funding
Find the right education savings plan.
Asset Protection
Protect your family from financial hardship.
Long-Term Care
Shelter yourself from the risks that long-term care may present.
Resources:
Financial Advisors
Find an Advisor near you.
Investor 360
Access your investment information online.
Investor 360 User Guide
Learn how to use key features in Investor 360.
Tax Resources
Find current tax schedules and connect your Investor 360 account to TurboTax and Quicken.
Our Partners
Learn about Commonwealth Financial Network (our broker/dealer) and National Financial Services.
The Investment Professionals of Think Financial Planning are Registered Representatives and Investment Adviser Representatives with/and offer Securities and Advisory Services through Commonwealth Financial Network(r), Member FINRA/SIPC, a Registered Investment Adviser. Investments are not FDIC insured, not bank guaranteed, not insured by any federal agency and may lose value. Fixed insurance products 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, MA, MD, MI, MN, MO, MT, 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.
Related Links:
Education:
Personal:
