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8100 Penn Avenue South
Suite 175
Bloomington, MN 55431

Jim Mertz

(952) 831-5660


Mission Statement

During your lifetime, it is not what you earn, but what you keep, that counts. And after you are gone, it is not what you leave, but what remains, that matters. As an independent financial services company, we have the freedom to provide objective financial services that best suit our client’s needs without any pressure or incentives to sell proprietary products or services. Our commitment to integrity, excellence and our sincere concern for our clients’ financial well-being are cornerstones on which we have built our service initiatives:

  • Commit ourselves to being the best, by bringing together all our talents and financial resources for the benefit of the clients.
  • Partner with our clients, to help them work towards financial freedom.
  • Endorse independent concepts by providing the highest quality products and services available to our clients.
  • Our ultimate business is people and their financial well-being.