What We Do
Individuals and Business Owners
We work with individuals and business owners on their big picture. We help alleviate confusion by creating a plan that simplifies, organizes, and maximizes the value to our clients.
We have a passion for researching quality replacement property for a 1031 exchange as well as analyzing economic trends and investment strategies.
I'm Matthew B. Brozik
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I am a Retirement, Investment, Estate Planning firm in Mankato, MN. We are fully independent financial advisory firm, meaning we answer directly to our clients.
We are a financial quarterback for our clients, solving their investment, tax, estate and insurance challenges. Our independent nature is in stark contrast to our competition.
We are transparent on how we are compensated. We liberate our clients from the world of hidden fees, conflicts of interest and unaccountability.
We are contrarian by nature. We do not follow the “HERD." We provide measurable value to our clients.