Contact Us

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Name *
Name

1043 Meadow Lane
Waconia, MN, 55387
United States

763-221-3447

Certified Financial Planner™ 

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DeBoer Financial

Investment Management and Financial Planning

 
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Retirement+ Financial Plan
 
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Financial Advising+

.65% to 1.25%*

Personalized ongoing investment management & financial advice for those seeking an expert to drive investment management and long-term planning.

*See here for additional detail

Retirement+ Financial Plan

$2,900

One-time detailed retirement income plan with an emphasis on tax-efficiency. Includes year by year distribution plan, Social Security strategy, and tax-efficient investment plan. Specially designed for those within 5 years of retirement or currently in retirement.

Financial Planner Access

$270 Upfront + $59 per Month

For those who actively manage their own investments and long-term plan but seek expert input at any time. 


Victory awaits the one who has everything in order. Luck, people call it.
— Roald Amundsen