When I head outdoors for a run, I find a strong parallel between planning for retirement and running a race. Both seem like a long distance to cover, but having a personal trainer to provide a training plan, manage activity and track results makes a difference in reaching the goal in solid condition. Just like after a run, the next step involves stretching – stretching your income strategy over your life and providing for your loved ones.
A bit about my background.
My love for finance started as a little girl counting coins in a jar and saving for a gold ring. After graduating with a degree in business, my love for family and the beautiful lakes area lured me back. I worked at Universal Pensions /BISYS for five years in retirement services followed by 12 years with MicroNet developing software and web solutions for chambers and communities. Today, I continue to serve our local community on the Breezy Point Planning and Zoning Committee and as a member of the Nisswa Chamber.
How can I help you?
Sometimes, it's the value of having someone local to meet with in person. You might desire objective advice to help with an emotional decision. It could be to gain a better understanding of what you own and why. Maybe you're busy with other interests and don't wish to manage it all on your own. Perhaps you're worried who will be there to help your spouse and family after you.
What are common questions or concerns I help solve?
- What investments are appropriate for me and why?
- What investments help lower taxes?
- Am I saving enough? How do I know?
- I'm retiring soon; what should I do now to be ready?
- I'm retired; is my income strategy enough to last?
- Is it easy to transfer investments to your care?
- Will it cost me anything to transfer my investments?
Thanks for stopping by my page, I look forward to the opportunity to help!
- Portfolio Reviews
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Office Address24052 Smiley Rd
Nisswa, MN 56468
Phone NumberMarcy Weaver at (218) 656-7312
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More