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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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Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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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:

Variable Universal Life Insurance

A Look at Systematic Withdrawals

The Latte Lie and Other Myths

Safeguard Your Digital Estate

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

Expert Advice. Trusted Partners.