First Appointment Checklist
Click below to view our first appointment checklist. This check list provides a list of items to bring to your appointment. These are suggestions to help make your appointment go smoothly and to help us get a better picture of your overall financial situation. Please note that not all these items may apply to you and your spouse/partner, but please bring what you can. If you have any questions in advance, please contact us!
Our Location
We are located on the West side of Interstate 29 at the Dakota Dunes exit, at 400 Gold Circle, Suite 220. Our building is the only three-story building in the Gold Circle Business Park. You will find free parking. You may enter the building on the west side by the fountain. Our office is conveniently located on the second floor, just a few steps off the elevator. Click below for directions. We are looking forward to seeing you!