BOULAY’S RETIREMENT PLANNING ADVISORS IN MINNEAPOLIS MAKE YOUR NEXT STEP EASIER
It is vital to not only focus on saving for retirement but also to have a clear understanding of your financial goals. By aligning these two aspects, you can attain a sense of peace. Additionally, there are various risks to consider when planning for retirement, such as inflation, healthcare expenses, taxes, and long-term care, which can all have an impact on your retirement income.
The Boulay retirement planning team in Minneapolis, located in the central Downtown area near Target Field and U.S. Bank Stadium on S Marquette Ave, is staffed with certified professionals ready to assist you with planning for your future.
Office Hours
Monday 8 – 4:30 PM
Tuesday 8 – 4:30 PM
Wednesday 8 – 4:30 PM
Thursday 8 – 4:30 PM
Friday 8 – 4:30 PM
Boulay’s retirement planning advisors created our retirement planning solution around managing these risks and helping simplify the complexity of retirement income planning based on your age, goals, and values.
With our team-based and client-first approach, our retirement planning advisors prepare your financial retirement plan now, so you can prioritize your energy into maximizing your happiness, enjoying your family and pursuing your interests—both now and in retirement.
How we help you get there
Using our WealthNAV™ Experience, our retirement planning advisors combine tax knowledge with wealth management experience to help business owners, executives, entrepreneurs, and wealthy families build an integrated retirement plan that includes:
- Transitioning your investment portfolio from an accumulation allocation to one that fits your retirement income plan
- Cash flow analysis to determine the withdrawal percentage of savings each year that will be sustainable throughout your retirement
- Formulating a strategic income plan to minimize the tax burden on savings from different accounts such as 401(k)s, traditional and ROTH IRAs, pensions, annuities, taxable accounts and Social Security benefits
- Recommending risk management strategies that can protect you against the key risks you will face during retirement
- Estate tax planning, gifting and charitable giving strategies
Whether you’re saving for retirement or turning your accumulated assets into an income stream, our retirement planning advisors design a tax-optimized retirement strategy that meets your goals.
start your success journey
Boulay’s WealthNAV™ Experience takes a step-by-step approach, guiding you through life’s journey. We explore what you value—your interests, hopes and goals to develop a personalized wealth and tax strategy plan. With ongoing evaluation, we help you visualize where you want to be in the future, helping you create clarity and an enduring legacy that passes on your values and wealth. We are committed to giving you the absolute confidence to make the best decisions and the peace of mind to know they are right with the expertise of our wealth management advisors.
Wealth Management Team
Andy Christians
Carrie Cecere
Darlene Morton
Elizabeth Little
Julie Coyne
Katie Meek
Kelly Runions
Lindsay Strand
Mary Wintroath
Matthew Heilmer
Tedie Fahey
Tim Rockford
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REQUEST A MEETING WITH A RETIREMENT PLANNING ADVISOR IN Minneapolis
Boulay’s retirement planning advisors are experts in helping you choose a retirement plan. Whether you’re saving for retirement or turning your accumulated assets into an income stream, our wealth advisors design a tax-optimized retirement strategy that helps meet your goals.