Our clients have a lot of moving parts in their financial world, and that’s exciting to us. They're business owners who need help coordinating their personal and professional finances, or successful families getting ready for retirement. We’re often the ones people come to when they’ve outgrown another advisor, or when their CPA or banker recommends that it’s time for a comprehensive overview of their financial world. Our mission is to take all of the disjointed pieces—from your insurance, to your investments, to your tax strategies—take them off of your plate, and create a plan that relieves you of your stress and helps you move toward your goals.
Just like we help you create a plan that supports your legacy for generations; we want our firm to serve clients for as long as you and your family need us. We have a team of dedicated professionals ready to help clients in all stages of life, and we love when we get to serve the next generation for their financial needs. We have the support of a AAA-rated brokerage firm, and we’re investing in the next generation of our own team to ensure your family is taken care of for years to come. To learn more about our team, click here.
When it comes to your financial plan, everything matters equally—the decisions you make today are just as important as the plans you make for the future. We make it a point to evaluate every aspect of your financial situation—your history, your quality of life today, and your vision for the future. Our goal is to provide quality solutions to your financial questions for the long-term and the short-term. We want you to be well prepared for the future, but we also want you to breathe a sigh of relief and realize that it’s also okay to spend your money and enjoy your life in the meantime.
Our firm was started from scratch by our dedicated husband and wife team, Bob and Kathy Erkel. During college, Bob started working with Northwestern Mutual as an intern, and Kathy joined NM as a full-time representative after she and Bob graduated magna cum laude on the same day in 1985 from Minnesota State University. Within a year, they combined forces to create the Erkel & Erkel firm, and their goal from the start has been to provide quality advice and reliable service.
We’re a team of hardworking professionals who want to create something meaningful. We want to help others, build a legacy, and spend time with the people we love. We know what it’s like to work hard for a great life, and we’re here to help you make the most of yours.