Personal Information
Organization / Workplace
Greater Minneapolis-St. Paul Area United States
Occupation
Asset manager and Financial Consultant @ Adams-Hansen & Associates
Industry
Finance / Banking / Insurance
About
Author of "Developing Financial Intelligence"
CLU, ChFC, AEP,CAP,RICP
Fee only planner helping retirees and near retirees,individuals, businesses, trustees and qualified plans contriol Taxes, Timing and Fees.
Seeking business relationships serving as a fiduciary in one or more financial aspects.
www.adamshansen.com
brook@adamshansen.com
612-986-7860
Specialties:
Asset Management,
Advanced Estate and Business Succcession Planning,
Philanthropic Planning
Professional income planning.
Tags
financial services
registered investment advisors
fiduciary
business intelligence
money
insurance
small business
portfolio
finance
minnesota
unions and corporate general investment accounts
planning
financial
higher education
management
investment
business owners
contractors
benefits
education and training
education
portfolio results
asset management
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