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About My Financial Services

Financial Advisor Rosemount MN

Are you in need of some financial services? If so, then you’ve come to the right place! A financial advisor can help you better plan your finances and give you financial advice on everything from college planning to retirement planning to investments and more. Here is some information about some of the services I offer: 

Investment Management

Areas of focus include: emergency fund, major purchases, college planning and retirement planning.

When you work with me, I will:

Identify Your Short- and Long-Term Objectives:

As these objectives change, we’ll strategically adjust our approach according to the current state of the market with the goal that you continue to generate returns.

Determine Your Optimal Risk Tolerance:

Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to pursue your goals and remain confident in our services.

Follow a Timeline That’s Right For You:

After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for pursuing your returns. 

Financial Planning

Education on the different types of assets and ensure the investments you own align with what’s important to you

Our financial planning services involve:

Reviewing:

Your investment strategy and ensuring you’re investing your wealth in the investments that best align with your objectives.

Optimizing:

Your spending habits so you continuously make decisions that benefit your broader financial picture.

Identifying:

Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.

Debt Management

Review of your current debt and if needed design and implement a debt management plan.

We will discuss your current debt and establish an approach to pay off your debt the smart way.  

Managing your debt is key for a healthy financial future. We will:

    Map out your cash flow to identify problem areas

    Establish a spending plan

    Prioritize the debt payback strategy

    Look for options to restructure debt

Additional Services:

  • College Planning

  • Saving and Investing for a Purpose

  • Financial Life Planning

  • Financial Organization

  • Financial Independence

To learn more about our financial planning services, don’t hesitate to contact Michael Rebischke, your local financial planner near Bloomington MN, today. 

About Me:

I'm Michael Rebischke, and as a wealth advisor, my job is to help you manage your financial affairs, and put a plan in place so you can focus on enjoying the life you want to life. As life continues to evolve, the impact of every financial decision is greater than ever. I work together with my clients, providing them with easy-to-understand recommendations, and helping them implement them every step of the way.

Services I Offer:

College Planning | Saving and Investing for a Purpose | Financial Planning | Financial Organization | Financial Independence | Investment Management | Debt Management

Locations I Serve:

Lakeville | Eagan |  Rosemount | Edina | Bloomington | Minneapolis | St Paul | Twin Cities Metro | Minnesota

Check the background of this advisor on FINRA’s BrokerCheck.