Contact Us

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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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Financial Advising

.65% to 1.25% of Investable Assets

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

Designed for those who want an ongoing financial planner who drives strategy.

 

Retirement+ Financial Plan

Retirement Plan

$2,900

One-time detailed retirement income plan. 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.

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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