Strategic Tax and Investment Planning
Ross L. Thorfinnson, Jr., CLU ChFC since 1987
Protect, preserve and grow assets. Working with individuals and corporations to maximize the performance of their investments through careful investment and tax planning.
Street address
6640 SHADY OAK ROAD, Suite 400, Eden Prairie, MN 55344
Electronic mail address
RLT_JR@msn.com
Office phone
(612) 941-1040
FAX number
(612)941-8942
Job title
Registered Representative. Chartered Financial Consultant and
Chartered Life Underwriter
Licenses
Life Insurance, Health Insurance and Securities Licenses in
Illinois, Indiana, Minnesota and South Dakota
Areas of Expertise
Retirement Planning, Pension and Retirement Plans for Business,
Asset Preservation and Elder Planning and Wealth Accumulation.
Protect, Preserve and Grow Assets Through Proper Use of
Annuities, Mutual Funds, Insurance and Other Investment Vehicles.
The Strategic Tax and Investment Planning Web Site
Thank you for visiting the
Strategic Tax and Investment Planning web site. Please note that
the information located on this site and the associated links are
not intended to provide specific legal, investigative and/or
financial advice. You should consult with an attorney and or
financial advisor and not rely on any information contained
herein regarding your specific situation.
Strategic Tax and Investment Planning will not accept requests
for financial advice nor offer specific advice of this nature
over the Internet. Any distribution or reproduction of all or any
part of this site Web Site without the prior written permission
of Strategic Tax and Investment Planning is prohibited.
Strategic Tax and Investment Planning
Copyright ©1997 All rights reserved.
Last Revised: November 24th, 1998
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