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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>Stop Wasting Money</p>

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.
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<p>Fixed or Variable Mortgage, Which Should You Pick?</p>

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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<p>Jane Bond: Scaling the Ladder</p>

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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<p>What Do Your Taxes Pay For?</p>

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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Ready to start your financial plan? I welcome the opportunity to help you get started!

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Expert Advice. Trusted Partners.