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Central Minnesota  Financial Advisors

Wealth management solutions with a friendly and knowledgeable team.

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Retirement

Retirement Planning

The future will be here soon. Get started by saving now.

 

Insurance

Insurance Services

What types of insurance will I need as I age?

 

Social Security

Social Security

Social Security planning strategies for all budgets and scenarios.

 

Webinar

Education Planning

Start saving for education expenses with special accounts.

 

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Financial Guidance
from experienced local professionals

It's never too early—or too late—to plan for your financial future. We can help break down your financial goals into small steps so you can better understand your options and make informed decisions, whether you’re an individual or a business owner.

Check the background of this investment professional on FINRA's BrokerCheck.

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Central Minnesota Financial Advisors

At Central Minnesota Financial Advisors (CMFA), we offer individualized service, tailored to your specific goals.

CMFA has all the experience and knowledge of national investment firms but are uniquely dedicated to serving the needs of Central Minnesota.

Our Capabilities

  • Creating savings and investment plans
  • Building net worth and managing wealth
  • Creating income from assets
  • Social Security planning strategies
  • Tax Mitigation strategies*
  • Retirement and estate transfer planning*
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Let's build a road map for your financial future.

No-obligation, no-cost financial consultation. Set up an appointment with a financial advisor to discuss wealth management, retirement planning, life insurance more.

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* Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-4369671.1-0222-0324

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