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Dave Madetzke, AIF®

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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<p>How Stocks Work</p>

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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<p>What Is My Current Net Worth?</p>

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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<p>Long-Term-Care Needs</p>

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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<p>Extended Care: A Patchwork of Possibilities</p>

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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Ready to start your financial plan? I welcome the opportunity to help you get started!

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