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Plan for Retirement with Confidence

December 23, 2025

As the end of 2024 quickly approaches, have you considered how your financial future will look? Retirement planning may seem distant, but it’s important to take action now. Retirement is more than just stopping work – it’s about securing the financial freedom to enjoy your later years. Are you prepared for the financial hurdles that…

What is a Mutual Fund Share Class and Why it Matters

December 23, 2025

Mutual funds are a type of investment that allows investors to pool their money with other investors in order to buy stocks, bonds, and other investments.  Mutual funds are run by professional money managers, and there are many different types of mutual funds that have different features and risk levels. Within each mutual fund, there…

  • Michael Erickson

    March 16, 2026 |

    Michael grew up in Bloomington, MN and graduated from the University of Minnesota with a bachelor’s degree. Prior to becoming a financial advisor, Michael worked in Information Technology. Having been raised by an educator and financial planner, Michael understands the importance of education and planning. In addition, he understands that everyone has unique long term and short-term goals. Michael resides in…

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  • Gregory J Burkhart

    March 16, 2026 |

    Greg has a heart for people and understands the challenges they face in today’s world. Guided by decades of experience and expertise in the financial industry, Greg has developed a consistent business of educating clients so they can make sound financial decisions for their future. He is dedicated to covering all aspects of the financial…

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