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Ferguson - Financial Planning Minneapolis

Ferguson - Financial Planning Minneapolis

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Financial Planning Minneapolis

financial planning minneapolisRegardless of the particular financial strategy you may need, our process always begins with developing a comprehensive financial plan which guides all future decisions. Before we make any recommendations, we are careful to fully understand your goals and concerns through the lens of your present situation.

A fully integrated financial plan, thoughtfully conceived and reviewed regularly, allows you to respond appropriately to life events and the changing economic tide. It also forms the blueprint for all investment decisions, with built-in benchmarks for measuring your progress.

We work with you in four distinct stages to develop and implement a customized financial plan:

  • We begin with a thorough discovery to define your goals, your concerns, and your vision of retirement
  • Then we assess and analyze all facets of your current situation that form the pieces of your financial puzzle
  • Tailored solutions are identified and their implementation may involve the coordination of multiple disciplines such as tax planning, asset management, risk management, estate planning and charitable planning
  • With your financial plan in place, we can review it annually to adjust it as needed and check your progress towards your financial goals

What We Do

  • Wealth Management
  • Financial Planning
  • Risk Management
  • Estate Planning
  • Investment Management

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

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Phone: 952-406-8316
Fax: 952-406-8316

Email: greg@fergusonfinancialinc.com

5100 Eden Avenue, Ste. 311 , Edina, MN 55436

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We created Ferguson Financial, Inc. to work as your personal financial advisor offering you a wide range of wealth management solutions including financial planning, estate planning, investment management, risk management and investment planning. We proudly serve clients from Minneapolis & St Paul, Minnesota, as well as the surrounding communities.

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Previous Awards were received for
2006, 2007, 2008, 2010, 2011, 2012, 2014, 2015, and 2016

What does the Super Service Award graphic mean?

If a company has the Super Service Award logo on their company record, then they have won the Angie's List Super Service Award® for the year indicated. Each year Angie's List awards this honor to companies that have given outstanding service according to the members for the previous year. The most recent award given is for 2017. In 2017, the criteria for the award included receiving a minimum number of reviews from our members, maintaining an A average on both the reviews for 2017 as well as on their overall reviews and not being in poor standing with the Better Business Bureau. Less than 5% of the companies on Angie's List received the award in 2017. Please keep in mind that the award is based on the company's previous service and you should always check Angie's List before hiring because a company's rating can change.

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