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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....

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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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Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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Ready to start your financial plan? I welcome the opportunity to help you get started!

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