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Time. Talent. Treasure.

It's baked into our logo. If you look closely, you’ll see three T’s. Many believe it’s a play on the name, Taatjes. However, they stand for time, talent and treasure. We believe retirement planning is so much more than just preparing financially. Our goal is to help retirees and pre-retirees steward their life and money. Time, talent, and treasure represents the lives of those we serve.

This begs the question, out of the three, which one is most important to you? Almost always people will answer time. In fact, oftentimes treasure is ranked least important yet most retirement planning is financial-based.

Don’t be satisfied with conventional retirement planning. There’s a better way.

We can help.

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Dave Ramsey Endorsed Since 2007

We are the ONLY Dave Ramsey Endorsed Local Provider (ELP) for long-term care insurance in the Willmar area.

Retirement Planning

We offer a full package of customized, high-level retirement services and strategies that address your personal needs leading up and through retirement.

Wealth Transfer

Transferring wealth and preparing the next steward while you are living is the most optimal and impactful way to give an inheritance. We can help.

Wealth Management

We follow a disciplined approach to balance risk and return. We use regular rebalancing and ongoing client meetings to monitor and adjust portfolios to fit our client's needs.

Charitable Giving

Charities need your help now. Building custom and tax-efficient strategies that align with your values, your retirement plan and wealth transfer plan is key.

Helpful Content

Our Latest Blog

Our Latest Blog

If you’re trying to get an inside edge on Wall Street, you’re probably paying attention to an array of stats and measurements. But there’s one indicator you might be overlooking.

Learn more
Latest Radio Show

Latest Radio Show

You can catch True Wealth Radio every Tuesday on "Live @ Five"

Show Library
Our Podcast

Our Podcast

It’s time rethink, renew and reimagine retirement.

Go To iTunes
Our Book

Our Book

Repurposed: The Untold Story of Retirement in America

Free Copy

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