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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....

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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Saving for College

This calculator can help you estimate how much you should be saving for college.

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The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

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Ready to start your financial plan? I welcome the opportunity to help you get started!

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Dave Madetzke, AIF®

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

For Individuals & Families:

For Businesses:

Saving for College

The Anatomy of a Supplemental Health Plan

When Special Care Is Needed: The Special Needs Trust

Why Everyone Needs an Estate Strategy

Ready to start your financial plan? I welcome the opportunity to help you get started!

Expert Advice. Trusted Partners.