At an annual review, we will listen to your needs for financial security, then provide solutions that meet and even exceed your desires.
At an annual review, we will listen to your needs for financial security, then provide solutions that meet and even exceed your desires.
Protection for your way of life, the foundation of your financial plan, the safety net for your family, a loving gift
Guaranteed income for retirement, free of stock market risk and service fees
Individual Retirement Annuities with tax advantages and guaranteed protection for income you can’t outlive
Alleviate the burden of long-term care costs later in life with helpful planning tools and strategies.
Protect your assets and know your wishes and Catholic faith will be honored after your passing
We can show you ways to extend your modest gift into a generous, beneficial legacy through charitable planning
Our workshops and webinars present financial topics in an easy-to-follow format, explained by knowledgeable speakers and held at a location near you.
Created over 140 years ago, our foundation of people helping people is the basis for who we are and what we do. We transform profits into purpose so that every generation can thrive and grow.
Giving to the Diocese of St. Cloud: $12 million
Giving to the Archdiocese of St. Paul and Minneapolis: $9 million
Giving to the Diocese of New Ulm: $7.7 million
All people are financially secure, faith-filled, and engaged in their communities.
