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Our knowledgeable team is committed to help you begin building your own retirement plan and journey. Now is the time!
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We work with you to create customized, high-level strategies that address your needs leading into and through your retirement.
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We offer a unique suite of services for your company ranging wealth management to financial wellness and retirement coaching.
Repurposed: The Untold Story of Retirement in America
How would you react if you discovered you could retire years earlier than you had planned?
For most of us, that sounds like a pipe dream, but author and retirement planner Ben Taatjes had a client who could make it reality. The man entered his office with a few working years ahead of him and left with a two-week notice on his lips, but retirement didn’t deliver on the promises either of them believed it would.
In Repurposed: The Untold Story of Retirement in America, Taatjes pulls back the curtain on the reality that lies just over the crest of age sixty-five. Inside, Taatjes expertly untangles the web of misinformation and unmet expectations to shed light on the path to making retirement the most fulfilling years of your life by living a life “Repurposed”.
Learn moreDave Ramsey
Endorsed Local Provider (ELP)
Taatjes Financial Group has been endorsed by Dave Ramsey since 2007. We consider Dave's principles on being debt-free, budgeting and saving essential to both personal finance and retirement. As Dave Ramsey's ONLY Endorsed Local Provider in the Willmar Area, Dave requires that Ben have the "heart of a teacher." We commit to educating our clients so they understand the decisions they are making.
Learn moreHelpful Content
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Debt Stress
There’s a link between debt and stress.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Building Your Legacy
A four-step framework for building a personal legacy.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.