Financial Planning Services in Edina, MN
Comprehensive financial planning tailored to your life and values. We help Edina families gain understanding, build confidence, and work toward their financial goals.
Schedule Your Free ConsultationWhat is Comprehensive Financial Planning?
It's not just about investing. True financial planning addresses every aspect of your money—investments, retirement, taxes, insurance, estate planning, and life goals.
Holistic Approach
We look at your complete financial picture, not just one piece. Everything works together to support your life goals.
Values-Based Planning
Your money should serve your values and life purpose. We align your financial strategy with what matters most to you.
Long-Term Partnership
Planning isn't a one-time event. We partner with you for ongoing guidance, adjustments, and support as life changes.
Our Financial Planning Services
Investment Management
We develop personalized investment strategies aligned with your risk tolerance and timeline. Our approach focuses on diversification, tax efficiency, and long-term growth rather than chasing market trends.
Retirement Planning
From Social Security optimization to withdrawal strategies, we help you plan a retirement filled with confidence and purpose. We address healthcare costs, Medicare, and long-term care considerations.
Tax Planning
Help minimize what you owe to taxes through strategic planning. We coordinate with your CPA to implement tax-efficient strategies throughout your financial life.
Estate Planning Coordination
We work with your attorney to help ensure your assets transfer according to your wishes. We assist with beneficiary reviews, trust coordination, and legacy planning.
Insurance Analysis
We review your life, disability, and long-term care insurance to help ensure adequate coverage aligned with your financial plan.
Education Planning
Funding college education without derailing your retirement. We explore 529 plans, alternative funding strategies, and student loan considerations.
Why Choose TruMix for Financial Planning in Edina?
Fee-Only Structure
We charge transparent fees for planning advice. No commissions, no hidden costs. You always know what you're paying.
Fiduciary Standard
We're legally obligated to act in your best interest. Your success is our success.
Local Presence
We're right here in the Edina/Bloomington area. You can meet with us face-to-face whenever you need.
Certified Professionals
Our team includes CFP® professionals with significant experience and ongoing education.
Relationship-Focused
We're not a 1-800 number. We know you, your family, and your values.
Clear Communication
We explain complex financial concepts in plain English. You'll understand your plan and how it works for you.
Ready to Create Your Financial Plan?
Schedule a free consultation with one of our certified financial planners serving the Edina area.
Get Started Today