Individual Financial Review

Join Us!

You and a Guest are cordially invited to join me for a complimentary, personal lunch or dinner to privately discuss important issues that will impact your lifestyle, your dreams and your legacy. This is NOT a seminar event. Availability is limited so please secure your meeting today by calling the reservation line below.

Learn the steps that families are taking in this economy to regain lost income, rebuild and preserve their savings, and to move toward a better financial future.

Here are some things we can discuss and, of course, whatever else you would like to bring to the table.

  • Risk Exposure – How do you manage risk vs. reward AND your goals?
  • US Debt Expansion – What to expect in oil prices and possible fuel shortages.
  • Financial Recovery – Strategies to recover market losses and retirement income in this turbulent economy
  • Inflation – Recent government spending will impact investments differently and we has ways to capitalize on inflation
  • Global Economy - How It effects the U.S. market and potentially your investments

In order to assure a date that best works with your schedule, please call TODAY to secure your personal reservation. For your convenience, please choose to meet at one of the following locations. And of course, the meal is on us!

  • PF Chang’s (Maple Grove)
  • Pittsburgh Blue (Maple Grove)


There are several dates and times available. Please call our staff at 952-541-9201 to RSVP.