Taatjes Financial Group is an independent retirement planning firm based in Willmar, MN. Our mission to build Purposeful Retirement Plans. Leveraging our 40 years of combined experience, we deliver highly personalized customized retirement plans that specialize in charitable giving, wealth transfer, business succession and wealth management strategies.
Through our proven process, we give you a retirement plan that will deliver the highest R.O.L. or Return on Life, so you can live according to your values. We believe that if you’re taken care of financially you go even further to make the family, community and Kingdom impact you truly desire to make.
OUR PHILOSOPHY: Time. Talent. Treasure.
It's baked into our logo. If you look closely, you’ll see three T’s. They stand for time, talent and treasure. We believe retirement planning is so much more than just preparing financially. Our goal is to help retirees and pre-retirees steward their life and money. Time, talent, and treasure represents the lives of those we serve.
We have the tools to make sure your life, money and retirement have impact including our entire www.RetireRepurposed.com platform which is dedicated to helping people transition into purposeful retirements.
Ben Taatjes CKA® launched the firm in 2006. Currently, there are nine full-time staff with five fully-licensed financial advisors.
Taatjes Financial Group has been endorsed by Dave Ramsey since 2007.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.
Please visit www.avantaxwealthmanagement.com/social_policy for more information.
-
Industry
-
Financial Services
-
Company size
-
2-10 employees
-
Headquarters
-
Willmar, Minnesota
-
Type
-
Privately Held
-
Founded
-
2006
-
Specialties
-
Retirement Planning, Investment Management, Cash Flow and Debt Management, Legacy Planning, Family Risk, Education Planning, Business Planning, Special Event Planning, Wealth Transfer, Charitable Giving, Business Succession, and Wealth Management