Manage & Plan
Tomorrow is closer than you think. But don’t let that get your heart racing. There’s never a wrong time to start thinking about where you are, where you’re going and where you want to end up. The important thing is that you create a plan for how to get from here to there.
Our advisors start by finding out what the future means to you. From there, we'll take a look at your finances and personal assets before exploring your options for insurance, investing and retirement so that you can wake up each day with the confidence that you’re one step closer to where you want to be.
Commercial, agricultural and personal insurance policies in effect
Percentage of Millennials who say they need a financial plan to achieve traditional milestones1
The average number of days you'll need to plan for in retirement2
Financial planning to help you manage and preserve your money
Preparing for the future doesn’t have to be scary. We’ll meet with you to answer your questions about everything from saving for retirement and paying for college to navigating tax time. Then we’ll help you create a plan based on your unique situation.
Meet the Bremer advisors
500 Willmar Avenue Southeast
Willmar, Minnesota 56201
202 South Rum River Drive
Princeton, Minnesota 55371
7558 Design Road
Baxter, Minnesota 56425
8800 Highway 7
Saint Louis Park, Minnesota 55426
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Spend and save smarter
Being "tax smart" with your retirement and healthcare costs
One of the biggest Achilles heels to an otherwise robust retirement financial plan is the cost of health insurance. The trick is understanding the complexities of the law to take advantage of these available tax-credits.Personal Insights
- 1 Million Dollar RoundTable. https://www.prnewswire.com/news-releases/new-study-finds-financial-goals-and-milestones-of-millennials-not-backed-by-action-300284025.html
- 2 Hartford Funds