Lifewise: Meets Busy Young Professionals Right Where They Are
Bloomington, MN – A new financial planning solution, Lifewise, is aimed at keeping the process of financial planning simple, easy to use and focused on the consumer.
Lifewise meets young professionals right where they are – whether that’s in the process of paying down their student loans, saving for retirement or saving for a child’s education, and offers financial solutions geared toward those it serves. From online tools to face-to-face consulting with financial professionals, Lifewise does what many other financial planning services have failed to do – invite the young consumer to manage their financial future the way they want.
“We are excited about this unique offering. We truly think we’ve found a way to help savvy professionals, and busy families plan for their future on their terms,” explained Financial Advisor, Matt Cosgriff, CFP®
Powered by BerganKDV – a business, technology and financial advisory firm formed by the recent merging of Bergan Paulsen, Networking Solutions and KDV – Lifewise is able to tap into the resources of a well-established, and growing firm while maintaining its own brand and energy.
“It’s rare in our industry to see true innovation, and Lifewise really is just that. With this solution, we are offering convenient options to young professionals, saving them time and providing useful resources and tools” expressed BerganKDV Wealth Management Partner, Dave Hinnenkamp.
Backed by BerganKDV, a Minneapolis-based firm serving clients since 1945, Lifewise delivers the perfect blend of old and new. It’s structured yet flexible. Innovative yet old school. The solution believes in providing superior technology, but not at the expense of sacrificing client interactions. Lifewise offers the ideal middle ground between powerful technology and expert human guidance. The in-house team of countless Certified Financial Planners™ (CFP®s), Certified Public Accountants (CPAs) and Chartered Financial Analysts (CFAs) is the real power behind Lifewise, and the reason Lifewise works.
New to Lifewise?
Providing the perfect blend of powerful technology and human guidance, Lifewise is geared toward young professionals searching for a better way to make wise choices and sound financial decisions. Backed by BerganKDV Wealth Management, Lifewise is supported by a team of CPAs, CFPs and CFAs who stand ready to guide you through every financial challenge and windfall.Learn more