Financial planning as simple as a good cup of coffee.
Having a good conversation in person with a knowledgeable advisor could make the difference to your financial plan.
You can’t have coffee and share your life goals with an advisor who lives halfway around the world. Online planners and robo-advisors may have their place, but it’s not at our firm. We believe in sitting down face-to-face and personalizing your retirement plans to fit your needs. We believe in talking through your options, finding out what kind of plan is right for you, and then helping you implement that plan. That is the 401k Latte Company promise.
How often do you ask yourself:
Am I on track to retire when I want?
Do all of my assets have a purpose?
How much risk is too much when investing?
Start a conversation at 952.882.0400
Make a free, no-obligation appointment to talk about your financial future.
Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. See our Privacy Statement.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 18911 - 2019/5/24
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.