Empowering You to Confidently Live Your Next Chapter
Your Financial Partner for a Life of Purpose and Fulfillment
You have been rewarded with a meaningful and comfortable life, but with your success comes complex finances. You want relief from uncertainty and worry while achieving your goals and financial well-being, especially as you transition to retirement. But how do you avoid missteps and mistakes in a landscape of finances, taxes, and laws that are ever-changing?
Through a journey of discovery and reflection, we partner with you to build a financial plan around your mission, vision, values, and goals. Working with a CERTIFIED FINANCIAL PLANNER™ professional, you receive individual attention to help align your money decisions with the life you imagine for yourself, your family, and your community and adapt to life’s inevitable changes.
Our Minneapolis-Based Firm Helps You Live Confidently in Retirement
The Hatlestad Group is an independent wealth management firm that helps people purposefully align their money decisions with their values. We approach the concept of retirement as an opportunity for clients to live the life they imagine—to reinvent themselves as they embark on the second half of their life. We strive to play a meaningful and transformational role in the lives of the people we work with.
Who We Help
Late-Career Executives
We help you discover the best use of your resources for the life you imagine.
Head-of-Household Women
You seek a financial partner who can help you avoid missteps and live life to the fullest.
Pre-retirees
We help prepare your finances for your retirement and align your money decisions with your values.
Get Started
We invite you to get in touch with us for a complimentary 15-minute introductory call. We will discuss your concerns and goals and how we may be able to help.