Our Team
Get To Know Us
Meet the professionals who can help you pursue your goals
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Greg Rieckhoff
President & Owner
For nearly four decades, Greg Rieckhoff’s passion for helping people achieve their retirement dreams has driven his work, helping his clients feel heard and supported.
Greg is a financial professional who can offer both insurance and investment products and services. His journey into the financial industry began when clients frequently sought his advice on financial matters. Tired of referring them to other advisors, he decided to expand his service and become a trusted advisor himself. With a background as a licensed insurance agent since 1987 and holding the Life Underwriter Training Council (LUTC) designation, Greg focuses on holistic, goal-driven retirement planning. He listens carefully to clients’ retirement visions and helps them create strategies to achieve those dreams, making him a valued partner in their financial journey.
As a Fiduciary, Greg believes clients deserve advice that is transparent, objective, and always aligned with their best interests. He strives to build trusted, long-term relationships by understanding each client’s unique goals and providing personalized guidance designed to help them make confident financial decisions.
Residing in Savage, Minnesota, Greg enjoys a fulfilling personal life with his wife, Lori, with whom he has been married for over 35 years. They have three children and two grandsons. Outside of work, Greg loves golfing, fishing, traveling and participating in mission trips with his church, reflecting his commitment to community and family.
Our Fiduciary Commitment
Trust is the foundation of every client relationship. When serving in a fiduciary capacity, we place our clients’ interests first and provide recommendations based on their unique circumstances, goals, and objectives. Our commitment is to provide clear, objective guidance and help clients make informed decisions with confidence. By building relationships grounded in transparency and accountability, we strive to be a trusted partner throughout every stage of their financial journey.