Individual Investors - Financial Planning

With comprehensive financial planning, it is possible to increase your net worth, achieve your financial goals, and prepare for unexpected life events. By listening to your unique hopes and objectives for the future, we help you get organized towards accomplishing your dreams. We bring various components together into a cohesive financial plan. Beginning with a financial position analysis, we develop your net worth statement, cash flow summary, and debt review.

Our team can provide investment planning, including establishing a formal investment policy, asset allocation recommendations, and investment selection and monitoring. We also offer increased tax efficiency within strategic income tax planning. We can also help you with estate planning, wealth transfer planning, and risk management analysis in insurance planning.

Retirement Advice and Services

If you are interested in retirement planning advice and services — Allodium can prepare income projections for retirement and assist you in developing a savings plan, a tax-efficient withdrawal plan, and optimal IRA distribution plans. Regardless of your goals and financial situation when investment planning for retirement, our independent financial planners are equipped to help you align your finances with your objectives.

Our Services

The financial planning services we offer include, but are not limited to, the following:

  • Financial Position Analysis
  • Investment Planning
  • Financial Goal Setting and Prioritization
  • Retirement Planning
  • Income Tax Planning
  • Asset & Income Protection Planning
  • Estate Planning

Whether it involves financial retirement planning or other aspects of financial planning and preparation, we tailor our approach as needed with individuals and families to accommodate their unique situations and preferences. We will also provide you with an action plan so you can implement the agreed-upon financial planning recommendations. The action plan may include referrals to other professionals as required to assist you with the implementation.

For more information about our financial planning services, a one-time financial plan, or if you are looking for an experienced Certified Financial Planner in Minneapolis, MN give us a call today at 612.230.3700 or complete our contact form.


Let's Meet

We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.  

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