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

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

More Newsletters →