Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Products & Services

We offer access to a wide array of financial products to help accommodate your diverse needs. These products include

Investments

  • Stocks
  • Mutual Funds
  • Bonds
  • Money Market
  • Government Securities
  • 529 College Education Plans

Retirement Plans- Individual

  • Traditional IRA
  • Roth IRA
  • Rollover IRA
  • TSA / 403(b)

Retirement Plans - Business

  • 401 (k)
  • SIMPLE IRA
  • SEP IRA
  • Profit Sharing

Annuities

  • Fixed Annuity
  • Immediate Annuity
  • Variable Annuity

Life Insurance

  • Term Life
  • Permanent Life
  • Variable Life

Health Insurance

  • Individual Health:
    • Wellmark Blue Cross Blue Shield
    • Avera Health Plans
    • Sanford Health Plan
  • Medicare Supplement

Other Insurance

  • Long-Term Care
  • Disability Income
  • Individual Health
  • Individual Vision

Employer Benefits

  • Benefit Consulting
  • Group Health Insurance
  • Retirement Plans
  • Disability Benefits

Retirement Plans - Business

  • Dental Insurance
  • Vision Insurance
  • Salary Continuation
  • Deferred Compensation

We have financial advisors to help with a variety of financial services, including:

  • Estate Planning
  • Retirement Planning
  • Education Planning
  • Financial Consulting
  • Investment Analysis
  • Risk Management

If you have any questions or concerns regarding your investments, health, life, and long-term care insurance please contact our professionals below for assistance:

Medicare Supplements

MEDICARE ADVANTAGE PLANS

Wellmark BCBS

Sanford

MEDICARE COST PLANS

Medica

MEDICARE SUPPLEMENTS

Wellmark BCBS

Mutual of Omaha

AARP

Medica

Avera Select

Aetna

PRESCRIPTION DRUG PLANS

“We do not offer every plan available in your area.  Any information we provide is limited to those plans we do offer in your area.  Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”