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Welcome

Peter McClellan, The 401k Latte Company

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Peter McClellan, President of The 401k Latte Company in Lakeville, Minnesota explains the “Latte” name and it’s tagline, “invest in a conversation.” A conversation that goes beyond just money.

Welcome to The 401k Latte Company. We invite you to join us for a cup of coffee, an excellent conversation, and some sound financial advice. We provide Active Money Management, Risk Management, 401k Rollover Guidance, and Inheritance Planning Services in the Twin Cities area.

The Peter McClellan Show, recorded in the 401k Latte Studio, is power packed with 7 to 10 minutes of insight about life and money. Peter invites his favorite specialists on to educate and entertain about things sure to better your life. With the conviction that financial change is coming, Peter desires to help as many people as possible to pursue, achieve and maintain financial stability.

If you are in the process of estate planning, you might be interested in reading our latest book, Inheritance Tug-of-War Stories.