CALL (952) 222-8286
(pssst...We're Local! No large corporation with an 800 number.)
Work with a financial advisor to guide you through life's financial decisions and make progress on your goals.
Get knowledgeable advice from someone who communicates complex financial topics in plain English - no jargon here!
Once your information is submitted, we'll contact you to start your journey!
When markets turn volatile and confusing as they have recently, even the most patient investors may come to question the wisdom of the investment or financial plan they've been following.
At GTS Financial, we've seen a lot of difficult markets come and go. We can certainly empathize with people who find the current environment troublesome and unnerving. We'd like to help, if we can, and to that end, here's what we offer:
By appointment, you're welcome to come in and sit with us for a while. We'll ask you to briefly outline your financial goals and what your investment portfolio is intended to do for you. Then, we'll review your plan and portfolio with you.
If we think your investments and plan continue to be well suited to your long-term goals - despite all the market turmoil - we'll gladly tell you so, and send you on your way.
If, on the other hand, we think some of your investments or parts of your plan no longer fit with your goals, we'll explain why, in plain English.
Either way, the coffee is on us.
Can't come by in person? No worries! We'd be happy to set up a virtual call as well.
Just some basic information and we'll connect you with a planner. It's fast, it's simple, and there's no obligation. We promise you don't have to buy a timeshare (joke).
Take the first step towards buidling a plan to help you meet your financial goals.
When you work with us, we are upfront regarding the fees we charge. You will never have to guess. We also pride ourselves on our "no jargon" approach. Just straight-forward explanations, the way you'd like it.
We work hard to avoid conflicts of interest and clearly disclose information when a potential conflict may arise. As fiduciaries, we are always acting in your best interest, without any hidden agenda.
We team up with you to work on your financial challenges, being honest and not misleading you. We won’t sell you something that you don’t need. In fact, we don't have any "products" to sell!
3800 American Boulevard West
Bloomington, MN 55431
Phone: (952) 222-8286
Mon-Fri: 8:30 AM - 5:00 PM
Retirement and Quality of Life
The Long Run: Women and Retirement