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Dave Madetzke, AIF®

Dave is a Minnesota native and a graduate of the University of Utah with a degree in Finance. With more than 20 years in the finance and banking industry, he’s worked with clients to help oversee....

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You don’t know what you don’t know. Do you have a gap in your financial life?

Hope is not a financial strategy.

For Individuals & Families:

Financial Planning, Life Insurance, and Investment Advice

Dave strives to help each client determine the best financial path for their specific situation. He then helps in implementing the strategy and providing ongoing management/monitoring.

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For Businesses:

Retirement Plans, Group Benefits, and Compensation Strategies

Dave supports the business through his resources by reviewing and consulting on their company sponsored retirement plan (SIMPLE IRA, SEP, 401(k), etc..,) group benefits and key person compensation strategies.

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Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
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Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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Ready to start your financial plan? I welcome the opportunity to help you get started!

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