Our Team Experienced
We provide the experience you need and the people you trust. Our team always puts you first.
Our Services Cutting-Edge
We believe in a comprehensive collaborative approach. We work together to pursue your goals.
Our Strategies Personalized
Your Personal Financial Strategy is developed with your needs and aspirations in mind.
Matthew R. Hardyman
LPL Financial Advisor - Red Wing & Rochester
Timothy J. Kelly
LPL Financial Advisor - Red Wing & Bloomington
David Ritter, CFP® , MBA
LPL Financial Advisor - Hudson & Red Wing
Coleman M. Kelly, CPFA®
LPL Financial Advisor- Bloomington & Red Wing
Carolyn N. Oberfeld, CFP®
LPL Financial Advisor - Bloomington & Eagan
Jordan Harris
Financial Operations, Business Manager, Client Service Associate - Bloomington
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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