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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>Password Protection Strategies</p>

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.
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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>Risk Tolerance: What&#8217;s Your Style?</p>

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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<p>The Cycle of Investing</p>

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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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.