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.
External link for Taatjes Financial Group
1104 19th Ave SW
Willmar, Minnesota 56201, US
3rd Annual Lakes Area Paddle Battle Pickleball Tournament Saturday, December 14 @ the Willmar Civic Center All proceeds go to West Central Minnesota Youth for Christ Register Here! https://lnkd.in/dr6vVB8Z
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🎉 Save the Date! 🎉 The Third Annual Lakes Area Paddle Battle Pickleball Tournament is almost here! 🏓 Mark your calendars for Saturday, December 14th at the Willmar Civic Center. 🎯 4 game guarantee 🍔 Open concession stands 🏆 3 divisions to compete in 💵 $35 per person to play ✨ All proceeds benefit West Central Minnesota Youth For Christ ! Come for a day of fun, friendly competition, and support a great cause. 🙌 Don't miss out on this exciting event—sign up today! Register here: https://lnkd.in/gf5Vd3TF #paddlebattle #pickleball
Hurricane Helene has left a trail of devastation across the Southeast, and many are wondering how they can help. Here are some ways you can make a difference: Donate: Several organizations are accepting financial donations to provide essential resources to those affected by the storm. Consider donating to the Florida Disaster Fund, the North Carolina Disaster Relief Fund, or the One SC Fund. Volunteer: If you're in the affected area, consider volunteering your time to help with cleanup and recovery efforts. Check with your state's Emergency Management Division for information on how to get involved. Spread the word: Share information about how others can help on social media and with your networks. Even small actions can make a big difference in the lives of those who have lost so much. Let's come together to support the communities impacted by Hurricane Helene. #HurricaneHelene #DisasterRelief #CommunitySupport Source: https://lnkd.in/gkEcFxv4
Last week, a few of our financial professionals had the privilege of attending the Willmar Area Community Foundation’s Awards in Philanthropy Celebration night. It was an inspiring evening filled with heartfelt recognition of the incredible generosity that makes our community so special. We're proud to be a part of such a giving and impactful community! #CommunitySpirit #Philanthropy
Retire Repurposed Podcast: Ben Taatjes examines how Christian retirees can focus on becoming more Christ-like rather than adhering to worldly retirement ideals. #retirerepurposed
In this radio show of Time, Talent, Treasure, Ben dives deep into the crucial difference between wealth transfer and traditional estate planning. Many Americans receive their inheritance in their mid to late 60s, but what if that money could have made a difference earlier? Listen to the full radio show on our YouTube Channel: https://lnkd.in/dCKJcR8B #wealthtransfer #EstatePlanning
During this terrible and destructive hurricane season, our hearts are with Asheville, the Gulf Coast, and other impacted communities. Americans everywhere are reaching out a hand of help and reassurance through charitable and humanitarian efforts. I’ve compiled a few resources for you to check out. Read the full blog by Ben Taatjes, CKA® here: https://lnkd.in/gXe9_Zb4
If you’re wondering when is the best time to convert a traditional IRA to a Roth IRA, the following information may help. Roth IRA conversions typically make the most sense for older retirement plan investors, who tend to be in higher tax brackets. Read the full blog by Claire Molden, CFP® here: https://lnkd.in/gj3wa3Gy
In our latest Time, Talent, Treasure radio show, Ben Taatjes discusses how legacy planning is more than just inheritance. Head over to our YouTube channel to listen: https://lnkd.in/gknUs5yU