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8631 Eagle Point Blvd
Lake Elmo, MN 55042

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Charles A. Blossom, CFP® | Heidi J. Helmeke, CFP® | Suzette Rothberg, CFP®

(651) 209-9333

 
Perception vs. Reality Ready for Retirement? Women and Retirement Rightsizing for Retirement

   Ask us about our "Comprehensive Life Plan"!

 

         Understanding Today's Financial Environment


 

 

Welcome, Our names are Charles Blossom and Heidi Helmeke, we are financial advisors in Lake Elmo, MN. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (651) 209-9333.

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Three Key Questions to Answer Before Taking Social Security

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What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Retirement Income and the Traditional Portfolio

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To choose a plan, it’s important to ask yourself four key questions.

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Lifestyle considerations in creating your retirement portfolio.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Use this calculator to compare the future value of investments with different tax consequences.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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A presentation about managing money: using it, saving it, and even getting credit.

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There are some smart strategies that may help you pursue your investment objectives

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Surprises

Making the most of surprises is a great reason to work with us.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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