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                         ... Shane Roth is here to help

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What I Can Do For You

We create strategies that are tailored to your needs and goals.

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Who I Am

Years of experience have prepared us to guide you through your life transitions.

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Asking The Right Questions

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Sound Financial Strategies For Today's Markets

Offering comprehensive financial advice for business owners in the Twin Cities.

When it comes to my clients, I genuinely care about them, their goals, and their well-being.

While some in my industry only touch base with their clients annually, I like to remain in regular contact. I do everything I can to make my clients' financial life simpler, and address issues before they occur.

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Your Road-Map To Endless Horizons

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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