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Jean Wolfe, CFP®, CIMA®, CPWA®

Vice President

PHONE: 952-249-7617

TOLL-FREE: 888-831-6426

FAX: 952-249-7650

ADDRESS:  601 Carlson Pwy, Suite 950, Minnetonka,  MN  55305

  • Should I keep renting or is now a good time to buy a house?
  • How much should I be saving for my kid's college education?
  • When should I form my estate plan?

The financial issues you face now are far different than those of someone approaching retirement. However, it’s often unclear where to turn for advice that will help you make thoughtful choices. That’s why I developed an approach to help you hit the ground running as you establish the foundation that will support you the rest of your life. I customize my process according to your situation – ensuring we put tighter the right plan for your specific needs and goals.

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