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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>Is a Variable Annuity Right for Me?</p>

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
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<p>What You Should Do About Insurance Following a Divorce</p>

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
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<p>Is Term Life Insurance for You?</p>

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.
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<p>Budget Check Up: Tax Time Is the Right Time</p>

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
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Ready to start your financial plan? I welcome the opportunity to help you get started!

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