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

ANSWER: Hire a fiduciary financial planner who represents their best interests, not their own. Being a fiduciary financial planner means quite simply that the client's best interests, always come first. Rather than beholden to any banks or brokerage firms with competing interests.

Seniors that find financial planning worthwhile are often looking for peace of mind around having a comfortable retirement. Meeting this goal isn’t always easy, the steps can be very complex, but it’s what we help people with everyday.

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

Tom Gartner, CFP®


Thatcher Law Firm PA

6201 Creek Valley Rd., Edina, MN 55439
Telephone: 952-270-8801
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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
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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
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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.


American Advisors Group

7800 Metro Parkway  Suite 300, Bloomington, MN 55425
Telephone: 612-636-9578 or (888) 988-6939  ext. 8261
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Over the last 13 years as a local Reverse Mortgage Professional and Certified Senior Advisor, Steve Garver has helped American retirees have a better chance of enjoying their retirement years.  Like most financial options, HECM Reverse Mortgages are not right for everyone or every situation. But for many facing financial challenges during their senior years, Steve has helped many retirees use the reverse mortgage as a viable option for a variety of needs, such as eliminating existing mortgage payments, debt consolidation, home improvements, in-home care, maximizing SS, home purchase, nest egg management, divorce property settlement, or a stand-by growing line of credit.

Be educated.  HECM borrowers need to get enough of the right information to make the best decision in their best interest, whether it’s refinancing or buying.  And, if you want to involve your trusted advisors – whether family, financial planners, attorneys, accountants, wealth managers, etc., please do not hesitate to do so.

Recently Steve’s education also focuses on the implementation of research published by thought leaders Barry Sacks, J.D., Ph.D., Jack Guttentag, Ph.D., Professor Emeritus at the Wharton School, John Salter, Ph.D., CFP, Harold Evensky, CFP® and Michael Kitces, MTAX, CFP®.

Should a home owner use a reverse mortgage for purchase or refinance?  It may simply be getting Peace of Mind, or, putting a little more hippity-hop in their step.  If it fits, it’s powerful!



Jerry Biese Insurance

18105 Valley View Road, Eden Prairie, MN 55346
Telephone: 612-382-4363
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Jerry Biese specializes in helping individuals and families to understand Medicare and options for supplemental insurance benefits for those Medicare eligible.

Long term care plans can be established with jerry Biese to protect assets and give peace of mind to family members. This will take the stress off of not having a plan which leads to financial, physical, and emotional stress. Best to apply when in good health to be eligible for the lowest rates. Younger age is also a factor to achieve lower premiums.

Contact me today for a free consultation.


Edina Professionals Serving Seniors 2010