A MINNEAPOLIS FINANCIAL SERVICES GROUP

ABOUT US

Permanence, longevity, stability and predictability.

This is what we’re all looking for in our long-term financial plan. Of course, none of these stable words describe our actual lives as they are lived. Our families grow and shrink, as do our paychecks. Our children go to college, and we retire (and then un-retire, and then start a business, and so on). We move towns and buy vacation homes. We start savings accounts for our precious grandchildren, we give to charity and maybe start a scholarship in the name of our ancestors.

The point is, your life is not static (and it never has been).

You need a financial advisor that can help you plan for the future – for the foreseen and the unforeseen – and you need one that understands that in five years you might be ready for an entirely new plan. Most important, you need someone that can take the time to know you and your family, and someone that is standing at the ready to help you adjust through life’s many major transitions.

Working with Brightline Group is not your typical financial services experience.

That’s because Brightline Group aims higher than simply selling you a handful of insurance and investment products and then handing you your framed financial planning document. Our goal is to help you discover yours, and then help you pursue it.

Investment advisory services offered through AdvisorNet Wealth Management. Brightline Group and AdvisorNet Wealth Management are unaffiliated companies.

FOCUSED ON YOUR GOALS

OUR SERVICES

At Brightline, our approach allows you to rest assured you are on the right path. Read on to find out what makes us different.

ADVICE

Consistent and reliable. We bring the experience to help you evaluate both opportunity and risk.
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SOLUTIONS

Collaborative, relevant and effective. As fiduciaries, we serve you as we would want to be be served.
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COACHING

Whether you’re seeking a new career direction, more work/life balance, or a major life transition, I can help. We partner together to create a future state, colorfully imagined. The work is hard but so incredibly rewarding.
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Investment advisory services offered through AdvisorNet Wealth Management. Brightline Group and AdvisorNet Wealth Management are unaffiliated companies.
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WHO ARE WE ANYWAY?

OUR TEAM

THE LATEST AND GREATEST FROM

OUR BLOG

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Ukraine fundraiser

May 19 2022

I have started a fundraiser in support of the Ukrainian people and will match any donation up to $5,000. https://give.wearealight.org/Brightline  

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April Economic Update

April 2 2022

In this month’s recap: Stocks rallied as the Fed provided greater clarity on monetary policy, and investors became more upbeat about the economic outlook. Monthly Economic Update   U.S. Markets Greater clarity on monetary policy and improved investor sentiment on the economic outlook propelled stocks to their first monthly gain of the year. The Standard […]

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New Video

February 28 2022

 

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