Let's start the conversation
Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.
*Required fieldsClient Strategies Team
The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.
Dean Deutz, CFP®
Echelon Wealth Strategist
Griffin Geisler
Wealth Strategist
Social Media
See footer below for group’s social profiles >
Over 60? These 4 Financial Moves Might Offer Your Best ‘Return’ on Investment
If you're over 60 and your retirement plan is in solid shape, not every financial decision needs to maximize investment returns. Sometimes the best "returns" come from peace of mind and a bit more joy. Here's what is worth noting: If your numbers are good, it's okay to shift some focus from pure optimization to actually living the life you've been planning for. Aurora Wealth Solutions Group. It's your path, we'll light the way. www.aurorawsg.com
Read MoreRomance scams are getting smarter — and harder to spot
Romance scams are evolving, and they're getting harder to spot. Charles Laugen, Senior Manager of Client Risk Prevention at RBC Wealth Management, breaks down how fraudsters now use AI-powered impersonation, stolen identities, and emotional manipulation to target vulnerable people. Key red flags: - They move too fast emotionally - They avoid meeting or video chatting - They ask for money or personal info Know the warning signs: https://www.consumeraffairs.com/news/romance-scams-are-getting-smarter-and-harder-to-spot-012926.html Aurora Wealth Solutions Group. It's your path, we'll light the way. www.aurorawsg.com #FraudPrevention #CyberSecurity #ConsumerProtection
Read MoreTuesday night, Joel Spry was invited by our friends at Twin Cities Performance Ferrari to attend the unveiling of the beautiful new Ferrari Amalfi! It was a fantastic event attended by automotive enthusiasts from across the Twin Cities area. Aurora Wealth Solutions Group. It's your path, we'll light the way. www.aurorawsg.com