Vadnais Heights, MN

 

ERIC D. OSGOOD, LUTCF
Managing Partner
Investment Advisor Representative, NPC
3485 Willow Lake Blvd., Ste 200
Vadnais Heights, MN 55110
Ph: 651-426-1694


Eric Osgood is a financial advisor and a Managing Partner of Preferred Resource Group based in the Twin Cities of Minneapolis/St.Paul. Eric describes himself as “a financial architect helping and empowering people to work towards making their dreams of financial peace become a reality.”  He believes that most men and women are likely to become more successful, experience a greater degree of fulfillment and live happier lives when they have a clearer vision of their future and a better understanding of how specific financial strategies are designed to work for them.  Eric works with very busy individuals and families with a multitude of responsibilities.  He prides himself on helping people sort through all the financial stuff in their lives and helping them organize what they have, what they want in their lives, and what they want to do for their families. Eric and his partners aspire to instill a trust in people to "take care of them."
 

Eric, a Communication graduate of Bethel University located in St. Paul, Minnesota, began his financial service career during his senior year of college in 1992.  Eric is viewed by many as an industry leader and a model for how a person can establish and organize a successful business.  Eric and his wife Jeanne reside in Fridley, Minnesota with their three children.  As Eric’s key associate, Jeanne provides a perfect compliment to his business.  As a balanced team, Eric and Jeanne have made a lifetime commitment of distinguished service to their clients.  Eric and Jeanne enjoy their involvement in their church, coaching their children's sports teams and the opportunities of working and living in Minnesota.  Eric thoroughly enjoys his career and looks forward to many more years of helping quality people pursue their dreams and design a life where they have the potential to live well, give well and make a difference.

 

CHRIS HASBROUCK
Investment Advisor Representative, NPC

3485 Willow Lake Blvd., Ste 200
Vadnais Heights, MN 55110
Ph: 651-426-1694

Chris is a financial advisor with Preferred Resource Group, a network of financial and legal professionals based in the Twin Cities of Minneapolis/St. Paul.  PRG hosts retirement seminars in various locations throughout the greater Twin Cities Metro area which are frequently attended by seniors. Chris and the Preferred Resource Group Team assist their clients with addressing and coordinating their Financial, Tax, Estate, and Long-Term Care Planning.
 

Chris's primary focus is on comprehensive financial planning for people in or near retirement, helping them develop a strategy that will provide a stable sustainable income, and protect what it has taken a lifetime to save. Navigating the complicated and technical world of tax laws, estate laws, and investment options is just one aspect of creating a roadmap to guide clients in retirement. The activities that fill daily life, goals or dreams that have not yet been fulfilled, and the legacy to be left for heirs are important factors to consider in designing every financial plan. Equally important to Chris is developing a long-term relationship with his clients and being a source of information, support and advice. As part of this long-term relationship, Chris will recommend and implement, as appropriate and requested, changes to portfolios and plans as the lives of his clients change, laws change, and new investment opportunities come to market.