4647 White Bear Parkway,
White Bear Lake,
The Hoover Dam
Nearly 33 years of planning to complete!
In April of 1902, president Theodore Roosevelt signed the Reclamation Act authorizing engineers to begin investigating possible uses of the Colorado River. In 1922, initial plan recommendations are submitted to congress to construct the dam.
In 1933, the first concrete was poured at the Hoover Dam site. In 1935, the last concrete is poured, and the Dam’s official dedication ceremony is held.
6,600,000 tons of concrete were poured in the construction of the dam. An entire city (Boulder City) was constructed to house 5,000 dam project workers.
The Eisenhower Interstate System
Nearly 54 years of planning to complete!
In 1938, initial planning and study for the interstate system began. In 1956, the Federal Highway Act of 1956 funding initial construction was signed into law by President Dwight D. Eisenhower.
The entire interstate system was not officially completed until 1992. With many changes and adjustments along the way!
The average amount of concrete poured in each mile of Interstate 3,000,000 tons. The Interstate Highway System stretches 47,622 miles.
The D-Day Invasion at Normandy
Almost 2.5 years of logistical planning!
Initial planning began shortly after Pearl Harbor, December 7, 1941. Invasion did not take place until December 6, 1944.
1,900,000 tons of supplies and 1,200,000 troops were shipped from the U.S. to Britain to support the invasion effort.
June 6th "D-day" included a coordinated plan involving 1,000+ planes, 5,000+ ships and 160,000 troops.
Financial planning should be completely objective with no hidden agendas. It should never be a “loss leader” designed to sell products or gather assets to manage.
It should not be a one-time event, but a life-long process that regularly tracks progress and makes adjustments in response to changes in one’s life situations.
Why we charge a Separate Planning Fee
It is our aim to minimize potential conflicts of interest by allowing us to offer objective advice without the need to sell a product to compensate us for our time.
All too often financial advisors offer “planning for free” where the objective of the advisor as well as the “plan” is solely to persuade you to invest with them or purchase something like insurance. Some of these plans may, in fact, be good and even objective. However, many may not.
For the reasons listed above we charge a separate fee for both initial and ongoing planning. It is our belief that charging a separate planning fee equips us with the ability to remain completely objective in our analysis and recommendations regardless of what you do after the planning process or with whom you do it.
This is especially important for clients who have a need and desire for planning, but do not have investible assets yet or own other assets such as real estate. In both of these cases, the benefits of serious planning are significant and far reaching.
Key Benefits to an Advisor Planning Relationship
We work hand in hand to develop a plan together that works for you.
Years of experience have prepared us to guide you through your life transitions.
Our update meetings help keep you on track and accountable for obtaining your goals.
We help you develop a plan of action to assist you in reaching your goals.