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... Shane Roth is here to help
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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.
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.
"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."