TOP 30 Best Legacy planning in Minnesota

Laurel Wealth Planning is a finance institution located at 3300 Edinborough Way, Edina, Minnesota, United States. If you have worries about managing your money, our team of financial advisors in Minneapolis/St. Paul can help you feel more confident about your choices. As full-service, fee-only fiduciaries, we prioritize your financial interests and goals, offering comprehensive financial plans that cover tax planning, investment strategies, estate planning, retirement planning, and more. We strive to build long-term relationships with our clients, understanding their preferences, priorities, and passions to provide high-touch service and a holistic approach to financial planning. Our clients, many of whom are women with substantial financial resources, trust us to navigate life transitions and empower them to leave a meaningful legacy aligned with their values.

Apex Legacy Consultants, located at 1915 Minnesota 36 in Roseville, Minnesota, is a finance institution that believes in the power of ordinary people to make a difference in the world through their favorite nonprofits. They empower donors to align their values with charitable giving and provide expertise in planned giving to maximize resources for nonprofits. Whether you need assistance with charitable deductions, personal storytelling, or creating a comprehensive legacy plan, Apex is there to help. Contact them at 612.440.1882 or hello@apexlegacyconsultants.com to start planning your meaningful legacy today.

Legacy Park is a beautiful outdoor space located at 19775 Highview Avenue in Lakeville, Minnesota. This park offers a peaceful and scenic environment for visitors to relax and enjoy nature. With well-maintained walking trails, lush greenery, and a serene atmosphere, Legacy Park is the perfect place for a leisurely stroll or a picnic with family and friends. Whether you're looking to unwind after a long day or simply want to soak in the beauty of the outdoors, Legacy Park provides a tranquil escape from the hustle and bustle of everyday life. Visit this hidden gem in Lakeville and experience the serenity and beauty that Legacy Park has to offer.

Valtinson Bruner Financial Planning is a finance institution located at 388 Cleveland Avenue Southwest, New Brighton, Minnesota, United States. Since 1984, we have been helping clients minimize taxes, maximize retirement income, and retire with confidence. As a fiduciary, fee-based firm, we always act in our clients' best interest and provide comprehensive financial planning services, including tax strategies that most people are not aware of. Our one-stop shop handles all of our clients' financial planning needs, from retirement income to legacy planning. We offer personalized plans based on individual goals and timelines, and we specialize in reducing tax burdens to keep more money in your pocket. Our blog, Sketchpad Simple, simplifies complex financial topics in plain English. Contact us to schedule an appointment and start your journey to financial clarity and retirement confidence.

Legacies LLC is a reputable health institution located at 51 West 4th Street in Winona, Minnesota, United States. Our dedicated team of professionals is committed to providing top-quality healthcare services to our patients. Whether you are seeking medical treatment, therapy, or counseling, we are here to support you on your journey to better health and wellness. At Legacies LLC, we believe in creating a legacy of good health for our community. Contact us today to schedule an appointment and start your path to a healthier future.

Legal Estate Planning Solutions is a trusted law firm located at 203 Jewett Street in Marshall, Minnesota. Specializing in estate planning, our team of experienced lawyers is dedicated to providing personalized solutions to help clients protect their assets and ensure their wishes are carried out. With a focus on estate planning, wills, trusts, and probate, we strive to guide our clients through the complex legal process with care and expertise. Contact us today to schedule a consultation and start securing your legacy for the future.

Creative Planning, located at 5811 Cedar Lake Road South in Minneapolis, Minnesota, is a leading finance institution dedicated to providing financial peace of mind to clients around the world. As the No. 1 Independent Advisory Firm, Creative Planning offers comprehensive and personalized wealth management services tailored to individual financial goals. Our team of wealth managers in the Minneapolis-Saint Paul Area are committed to helping clients achieve financial success and a richer way to wealth. By agreeing to provide personal information, clients can rest assured that Creative Planning will not share this information with third parties. Clients can expect a free, no-obligation consultation within one business day of submitting an inquiry.

Guardian Wealth Strategies Fiduciary & Financial Planning is a trusted finance institution located at 350 Burnsville Parkway in Burnsville, Minnesota, United States. Specializing in fiduciary services and comprehensive financial planning, our team of experts is dedicated to helping clients make informed decisions about their wealth management. With a commitment to transparency, integrity, and personalized service, we strive to empower our clients to achieve their financial goals and secure their financial future.

Legacy Quote Insurance is a reputable insurance agency located at 16526 West 78th Street in Eden Prairie, Minnesota, United States. Our dedicated team of professionals is committed to providing personalized insurance solutions to protect your legacy and assets. Whether you are in need of auto, home, life, or business insurance, we strive to find the best coverage options tailored to your specific needs. Contact us today to secure your future with Legacy Quote Insurance.

Twin Cities Pain Clinic, located at 1725 Legacy Parkway East in Maplewood, Minnesota, is a premier pain management clinic dedicated to helping patients regain the quality of life they deserve. Conveniently situated near St. John’s Hospital and the Maplewood Mall, our clinic offers free onsite parking and handicap accessibility. We accept most insurance plans and provide telemedicine visits for those who may have difficulty traveling to our facility. Our compassionate and professional staff, including providers like Bethanie Miller, are committed to listening to patients and offering personalized pain management options. Patients consistently praise our clinic for its caring and supportive environment, making it a top choice for those seeking relief from chronic pain. Twin Cities Pain Clinic in Maplewood is a trusted resource for residents of the northeast metro area, offering expert care and a welcoming atmosphere for all who walk through our doors.

Skylark Opera Legacy, located at 75 West 5th Street in Saint Paul, Minnesota, is a cutting-edge institution that focuses on re-imagining classical works and exposing modern pieces in the world of opera and musical theater. With a singular and unique approach, Skylark Opera Legacy offers a fresh perspective on traditional performances, making it a must-visit destination for anyone looking to experience the arts in a new and exciting way.

Legacy Capital Wealth Management LLC is a leading financial institution located in Forest Lake, Minnesota. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Visit us at 255 Minnesota 97 to learn more about how Legacy Capital Wealth Management LLC can help you secure your financial future.

Legacy Group is a premier finance institution located at 350 North Main Street in Stillwater, Minnesota, United States. We specialize in providing a wide range of financial services to our clients, including investment management, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. At Legacy Group, we prioritize personalized service and tailor our solutions to meet the unique needs of each client. Visit us today to learn how we can help you build a lasting legacy of financial success.

Exit Planning Strategies, LLC is a finance institution located at 539 Bielenberg Drive in Woodbury, Minnesota, United States. Specializing in helping individuals and businesses develop strategic plans for exiting their investments or businesses, this institution offers expert advice and guidance to ensure a smooth and successful transition. With a team of experienced professionals, Exit Planning Strategies, LLC is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to sell your business, retire, or transfer ownership, this institution can provide the tailored solutions you need.

Legacy Wealth Advisors is a premier financial institution located at 8147 Globe Drive in Woodbury, Minnesota, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of financial services including investment management, retirement planning, estate planning, and more. At Legacy Wealth Advisors, we are committed to providing personalized and comprehensive financial solutions to meet the unique needs of each client. Contact us today to start building your legacy of wealth and financial security.

Inspired Retirement Planning is a leading financial institution located at 3428 Lakeridge Place North West in Rochester, Minnesota, United States. Specializing in retirement planning, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals for the future. With personalized strategies and expert guidance, we aim to inspire confidence and peace of mind in our clients as they navigate the complexities of retirement planning. Contact us today to learn more about how we can help you secure a comfortable and fulfilling retirement.

Island Financial Planning - Tami Stovern, CRPC is a trusted finance institution located at 145 S Main Street in Bird Island, Minnesota, United States. Specializing in comprehensive financial planning services, Tami Stovern, a Certified Retirement Planning Counselor (CRPC), helps clients navigate their financial goals and secure their financial future. With a focus on personalized strategies tailored to each individual's needs, Island Financial Planning is dedicated to providing expert guidance and support to help clients achieve their financial aspirations.

Baum Estate Planning & Probate is a trusted institution located at 2345 Rice Street in Saint Paul, Minnesota. Our team of experienced professionals specializes in helping individuals and families plan for the future, protect their assets, and navigate the complexities of probate. Whether you need assistance with drafting a will, establishing a trust, or settling an estate, we are here to provide personalized and comprehensive services tailored to your unique needs. With a commitment to integrity, expertise, and compassion, Baum Estate Planning & Probate is dedicated to helping you achieve peace of mind and secure the legacy you desire for your loved ones. Contact us today to schedule a consultation and start planning for tomorrow.

Norris Lake Retirement Planning is a trusted finance institution located at 316 East Main Street in Anoka, Minnesota, United States. Our experienced team specializes in helping individuals plan and secure their financial futures for retirement. Whether you are just starting to save or are looking to maximize your existing retirement funds, we provide personalized guidance and expert advice to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure and comfortable retirement.

Wealth Planning Group LLC, led by financial advisor Michelle Leisen, is a reputable finance institution located at 12800 Whitewater Drive in Minnetonka, Minnesota, United States. Specializing in wealth planning and management, the institution provides expert advice and personalized strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Wealth Planning Group LLC is dedicated to helping individuals and families secure their financial future.

Lakeside Legacy Wealth Advisors - Thrivent is a reputable finance and insurance agency located at 6687 Blue Heron Drive, Circle Pines, Minnesota, United States. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals and secure their future. We offer a wide range of services including investment planning, retirement planning, insurance solutions, and more. Trust Lakeside Legacy Wealth Advisors - Thrivent to provide you with expert guidance and personalized strategies to help you build and protect your wealth.

Avantax Planning Partners (formerly HK Financial Services) is a finance institution located at 13911 Ridgedale Drive in Minnetonka, Minnesota, United States. They specialize in providing comprehensive financial planning services to individuals and businesses, helping clients achieve their financial goals and secure their financial future. With a team of experienced financial advisors, Avantax Planning Partners offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to build wealth, plan for retirement, or protect your assets, Avantax Planning Partners is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Nelson Wealth Planning is a trusted financial institution located at 2720 West 43rd Street in Minneapolis, Minnesota, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Nelson Wealth Planning is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Thoughtful Financial Planning is a reputable finance institution located at 314 Clifton Avenue in Minneapolis, Minnesota, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to offer expert guidance and support every step of the way. Trust Thoughtful Financial Planning to help you secure a stable financial future.

Renovate Financial Planning is a finance institution located at 9298 Central Avenue Northeast in Blaine, Minnesota, United States. Our team of experienced financial planners is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment management. Whether you are looking to retire comfortably, save for your child's education, or grow your wealth, our experts are here to guide you every step of the way. Trust Renovate Financial Planning to provide you with the tools and resources needed to secure a prosperous financial future.

Comprehensive Planning Partners, LLC is a finance institution located at 3627 Lakeview Trail in Eagan, Minnesota, United States. Our team of experienced financial advisors is dedicated to providing comprehensive financial planning services to help individuals and families achieve their long-term financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Legacy Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 444 Cedar Street in Saint Paul, Minnesota, United States. As a part of the global UBS Financial Services Inc., Legacy Wealth Management offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Legacy Wealth Management - UBS Financial Services Inc. is dedicated to providing expert guidance and exceptional service to help you secure your financial future.

Lakeview Football Field is a premier sporting facility located in the picturesque town of Cottonwood, Minnesota, United States. This state-of-the-art field is the home of the Lakeview High School football team and is a hub of excitement and energy during football season. With lush green grass, modern amenities, and a vibrant atmosphere, Lakeview Football Field provides the perfect setting for thrilling games and memorable moments. Whether you're a player, coach, or spectator, this institution offers an unforgettable football experience for all who visit.

DSB Rock Island Wealth Management in Edina, Minnesota offers personalized financial planning services to help clients navigate their unique financial journeys. Located at 8000 West 78th Street, our team specializes in creating customized financial plans that align with each client's personal values and vision. Through a comprehensive discovery process, we help clients build a solid foundation for their financial future, providing them with the confidence to live securely today. Our goal is to help clients find their path towards financial success, one client at a time. Securities are offered through LPL Financial, while investment advice is offered through Great Valley Advisor Group. Please note that the LPL Financial registered representatives associated with this site may only conduct business with residents of the state in which they are registered or licensed.

Christopher Roloff is a Financial Advisor at Ameriprise Financial Services, LLC located at 7212 Metro Boulevard in Edina, Minnesota, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Christopher specializes in providing financial advice and planning for individuals, retirees, small business owners, and high net worth clients. He is committed to upholding a code of ethics and staying up-to-date on industry knowledge through continuing education requirements. Christopher's expertise covers a wide range of topics including asset management, investment strategies, estate planning, retirement planning, insurance products, and more. His goal is to help clients make informed decisions and achieve their financial goals with confidence.