Lifewise Consult gives you direct access to one of our Certified Financial Planners. You pick your two most pressing financial issues and we'll work with you to understand your goals and develop a plan to help you tackle them.
Rest assured we'll be here after your plan is developed to ensure you're moving forward and help with any additional questions.
Life’s major milestones have a way of directly impacting your finances. We can help before, during and after any of these life changes to potentially lessen the impact. Wrestling with any of these questions? If so, we can help!
Investment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor.
3800 American Blvd. W., Suite 1000, Minneapolis, MN 55431