Our Services

Money Matters, Inc. helps clients reduce taxes, invest wisely and plan their financial future in an independent, fee-only environment.
 
Money Matters is a Registered Investment Adviser firm located in Edina, MN. We provide advice, we do not sell products. To avoid potential conflicts of interest, we receive no compensation from third parties, such as mutual fund or insurance companies, and we are independent of financial product vendors. We do not compensate other professionals for referrals.
 
We work with people of all ages and from all walks of life. As a small firm, we know each client individually. Our clients receive personalized one-on-one attention.
 
For larger clients, we include one or more additional services at no additional charge beyond the customary investment management fee, such as:
  • Long-range financial planning or
  • Tax planning and tax return preparation and
  • Consultation on all financial questions and issues.

 Client Goals Services to Help Clients Reach Their Goals
Organizing personal finances
Secure retirement income
Reducing income tax burden
Creating and preserving personal wealth
Establishing family legacies
Increasing financial peace of mind
Maximizing wealth transfer
Minimizing the risk of financial catastrophe
Protection against inflation
Reducing debt
Providing for a child's education
Starting a business or professional practice
Selecting small business retirement plans
Comprehensive financial plans
Investment management, advice & analysis
Tax planning advice and return preparation
Retirement planning strategies
Retirement asset distribution planning
Analysis of insurance needs
Estate planning
Budgeting and household expense planning
Debt reduction strategies
College funding suggestions
Business plans & selecting a business entity
Small business accounting and tax prep
Small business retirement plan consulting

 
          
    

 
 

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