PRG Financial

Integrating Retirement, Tax, and Estate Planning

 

Welcome to Preferred Resource Group!


Will you have enough money for the travel, hobbies, and recreational activities you want to enjoy?  The high cost of retirement is a concern many Minnesotans share.  After a lifetime of working and saving, many people wonder if they will have enough income to enjoy a comfortable retirement.

Fortunately, there are sound financial strategies you can use to help reduce the impact that taxes, inflation, and health care costs have on your retirement income.  Be our guest at one of our educational workshops hosted at a fine local restaurant.

If you wish to attend please contact Gregg Otten at 763.201.1130.


If you have additional questions contact our office at 763.390.8300 or via e-mail by using the "Contact Us" tab at the top of this page.


Thank you for visiting!

 Preferred Resource Group

                                                                 

NPC PRIVACY POLICY                                             Award is based on a client survey conducted by an independent third party. The opinions of clients who responded to the survey may not be representative of the experience of other clients. The Five Star award is not based on investment performance nor is it an indication of future performance. Clients were not paid to participate in this survey.
Newsletters

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

More Newsletters →