Who are we?
Mindful Asset Planning (MAP) is a comprehensive financial planning and fee-only fiduciary firm that always acts in our clients’ best interest. MAP provides customized personal financial planning advice to individuals, families, and businesses. Established in 1988, MAP has acquired the depth of knowledge and experience necessary to inspire clients of all ages and economic stages of their lives who seek a significant benefit from expert guidance.
MAP’s unique comprehensive planning process integrates a therapeutic approach to provide both financial and human asset strategies for the best experience for clients. MAP combines an encouraging process with technical guidance on many issues including: saving and spending, accumulation, debt strategies, education planning, tax strategies, retirement planning, risk management, investment strategies, estate planning, and lifetime gifting.
How are we different than other financial planning firms?
MAP differs from most advisors because as a fiduciary, we are paid directly by our clients and do not accept commissions or payments from outside sources. Our focus is always on the best possible result for our clients’ financial success and well-being by providing guidance and counseling while avoiding conflicts of interest.
Company Details
- Employees
- 21
- Founded
- -
- Address
- 14530 Pennock Ave, Apple Valley,minnesota 55124,united States
- Phone
- (952)432-4666
- cl****@****ing.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.mindfulplanning.com
- HQ
- Apple Valley, Minnesota
Mindful Asset Planning Questions
Mindful Asset Planning's helpline number is (952)432-4666
Mindful Asset Planning's website is http://www.mindfulplanning.com
Mindful Asset Planning's LinkedIn profile is https://www.linkedin.com/company/mindful-asset-planning
Mindful Asset Planning has
21 employees.
View email and phone details for 21
employees at Mindful Asset Planning.
Mindful Asset Planning's industry is
Financial Services
Mindful Asset Planning's top competitors are
U.s. Bank,
Mercer Advisors,
Integrated Retirement Initiatives, Llc,
Minneapolis Portfolio Management Group, Llc,
Ameriprise Financial Services, Llc,
Prinvest Advisors,
Jmg Financial Group, Ltd.,
Prepare + Prosper,
Affinity Wealth Llc,
The Wealth Group - Austin B. Colby & Associates.
Mindful Asset Planning's support email address is clientservice@mindfulplanning.com
Mindful Asset Planning's categories are Financial Services
Mindful Asset Planning's founding year is 1988
