
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.
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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Understanding Extended Care
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A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
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