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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

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

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

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.