Finance, Insurance & Legal

The following agencies provide financial, moving and elder law services to seniors in Edina, MN. Services may include move management, estate planning, care management, insurance, financial planning, bill playing and fiduciary and real estate agents.

 

Maser, Amundson, Boggio & Hendricks, P.A.

6601 Lyndale Ave. S., Suite 320, Minneapolis, MN 55423
Telephone: 952-925-4147
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Website: www.maserlaw.com

Maser, Amundson, Boggio & Hendricks, P.A. is a full-service law firm with nine attorneys who provide passionate advocacy to their clients in the areas of elder law, estate planning, veteran's and Medicaid benefits assistance, Life Care Planning, asset protection, litigation, conservatorship, guardianship, wrongful death, supplemental and special needs trusts, and probate law.

Our attorneys are well established in the community and have served Minnesotans for more then 25 years. We excel in helping families work through complicated issues and empowering families to plan for the future. The firm benefits from talented and experienced personnel at all levels, helping to make the client experience seamless. In fact, we have a full time licensed social worker on staff to help our life care planning clients navigate the elder care maze.  

Our attorneys have been ranked in statewide surveys to the Minnesota Super Lawyers list and named to the Minnesota Women Super Lawyers list by Minnesota Law Politics and Mpls.St. Paul Magazine.

Our goal is to serve our clients' legal needs with professionalism and compassion.



ISC Financial Advisors

7760 France Avenue South, #270, Minneapolis, MN 55435
Telephone: 952-835-1560
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Website: www.iscfinancialadvisors.com

QUESTION: How can you get your clients good honest advice?

ANSWER: Hire a Fiduciary Financial Planner who represents their best interests, not his own. Being a fiduciary Financial Planner means quite simply that my client's best interests always come first. My clients are my boss, I am not beholden to any banks or brokerage firms with competing interests.

Seniors that find financial planning worthwhile are often looking for improved financial security to provide a comfortable retirement. Meeting this goal isn’t always easy, the steps can be very complex, but it’s what I do for people everyday.

In addition I coordinate closely with other professionals involved in the care process. When you are aware of someone that may benefit from some strategies to meet their long term goals please keep me in mind as a valuable resource.

Tom Gartner, CFP®

 


Thatcher Law Firm PA

6201 Creek Valley Rd., Edina, MN 55439
Telephone: 952-270-8801
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http://www.thatcherlawfirm.com

Catherine R. (Cathy) Thatcher has over 30 years of experience in elder law, estate planning, probate, guardianships and conservatorships, and real estate.

Why should you choose Cathy?
  • Comprehensive, effective and innovative solutions to legal problems
  • Understands the complexities of family situations
  • Personalized attention and responsive to your needs
  • Expertise and experience in working with seniors and their families

 



Moran Financial - Norberto C. Moran, RICP®

7400 Metro Blvd, Suite 385, Edina, MN 55439
Telephone: 612-444-2178 or 952-486-1780
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it moran-financial.com
Website: www.moranfinancialconsulting.com

Our practice focuses primarily on helping current or soon-to-be retired people to create a plan that manages the unique risks they face and ensures they do not run out of money in retirement.

I help answer the nagging question: Will my retirement income last?

I do this by:

• Determining my client's optimal withdrawal rate

• Helping them decide the order for withdrawing savings

• Developing a plan for Social Security distributions

 

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor

Representative, Cambridge Investment Research Advisors, Inc., a registered Investment Advisor. Cambridge and Moran Financial are separate companies.



Law Offices of Richard Jensen

8680 Grier Lane, Heron Suite, Eden Prairie, MN  55344
Telephone: 952-944-0406
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
http://www.jenslaw.com

Estate Planning with a Business Background. Rick Jensen has been helping families for over 30 years. Wills, Trusts, Probate and elder law planning are some of the services he offers.

If you can teach me about your family, your goals and your wishes I can help you understand the law, and craft a plan that meets your goals.

I’m a proponent of revocable living trusts. For the right person, they are an outstanding choice for an estate plan. I also believe that planning for possible disability is a critical element of a sound estate plan.

I promise to make the process understandable, affordable and to keep you and your family’s wellbeing as the key element of the planning process.

 


Edina Professionals Serving Seniors 2010