True North Advisory Group
Financial Planning for Families & Businesses I have been in the industry since October of 1999.
I provide advice on: Retirement Planning, Investments, College Savings, Life Insurance, Long Term Care Insurance, Estate Planning and Small Business Planning. My goal is to meet with my clients every 6-12 months to ensure each client achieves their financial goals. Specialties:
Investments, Roth IRAs, Traditional IRAs, 401(k)s, 403(b)s, 529 College Savings, Mutual Funds, Brokerage Accounts, Life
06/17/2026
Starting a small business takes courage, but growing it takes commitment. Here’s a 10-step checklist to help you along the way:
https://www.businessnewsdaily.com/4686-how-to-start-a-business.html
06/16/2026
Are you ready for school—again?
Estimating the Cost of College This worksheet can help you estimate the costs of a four-year college program.
06/13/2026
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
9 Facts About Social Security There are things about Social Security that might surprise you.
06/11/2026
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
Inventorying Your Possessions Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
06/10/2026
Looking for way to raise your profile as an entrepreneur? Check out Clarity.fm! Sign up to offer other entrepreneurs start-up advice:
Clarity — On Demand Business Advice Make faster & better decisions to grow your business. Clarity is your lifeline that instantly connects you with battle-tested advice from entrepreneurs. Find and schedule a call in minutes.
06/09/2026
How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.
How Long Will Your Money Last? See how long a lump sum of savings could last based on your withdrawal rate and return.
06/06/2026
What should you look for in a personal finance app?
What to Look for in Personal Finance Apps An increasing number have been developed to help individuals with their personal finances.
06/04/2026
Please join us in congratulating one of our advisors; Shaun and his wife, Jamie, on the arrival of their beautiful baby girl, Margot Ryan Jensen! You’re going to have to trust me when I say she is precious!!
Margot joins an already wonderful team at home, including her proud siblings, Valen and Arch (adorable too!), along with the family pup, Frankie. We couldn't be happier for the Jensen family as they welcome this newest addition and begin this exciting new chapter together.
Welcome to the world, Margot! We wish your family endless joy, love, laughter, and many precious memories in the years ahead.
Congratulations again, Shaun and Jamie, we are so excited for you all!
06/04/2026
Have you used a junk-drawer approach to manage your investments?
The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer.
06/03/2026
Feel like you have no time to learn new things? Tune into small business podcasts like these. More and more entrepreneurs are doing it!
20 Best Podcasts for Entrepreneurs in 2026 There are podcasts out there covering almost every topic. Entrepreneurship is no different. Here are the 20 best entrepreneur podcasts.
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Address
11300 86th Avenue N
Maple Grove, MN
55369
Opening Hours
| Monday | 9am - 8pm |
| Tuesday | 9am - 8pm |
| Wednesday | 9am - 8pm |
| Thursday | 9am - 8pm |
| Friday | 9am - 4pm |
| Saturday | 9am - 12pm |