Taatjes Financial Group

WELCOME TO TAATJES FINANCIAL GROUP

Taatjes Financial Group is an independent financial services firm with two offices in Central Minnesota. Our mission is to partner with individuals, families, and businesses to change lives and inspire "True Wealth".

At Taatjes Financial Group, our client's needs come first. Ben Taatjes, the firm's founder and CEO explains, "I find it extremely rewarding to be trusted as the go-to source when a client needs help making financial decisions." Ben's holistic approach to financial planning began from his past work as a tax planner and current relationships with CPA firms throughout Central Minnesota.

As Dave Ramsey's Endorsed Local Provider in the Willmar Area, Dave requires that Ben have the "heart of a teacher." In today's complicated financial world we are a trusted source for financial information. We educate our clients so they understand the decisions they are making.

This website was designed to help educate you on the basics of financial management; to help you learn more about who we are; and to give you fast easy access to market performance data. Please contact us at 320-222-4236 to schedule and appointment to learn more.

Helpful Content

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Self-Employed Retirement Plans

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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

View all videos

Articles

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

View all articles

Calculators

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Self-Employed Retirement Plans

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators

Videos

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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

View all videos