Team Philosophy & Approach

Our goals for you: generate more wealth, protect your wealth, and when the time is right share your wealth. 

At Profinium we believe your full financial health requires more than just banking. With us you have a dedicated team of professionals and financial advisors who will take the time to understand you, your situation and your goals. We advocate a holistic approach to your financial planning and provide the tools and resources you need to achieve your goals.

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Step 1: Discovery

Our experts first seek to discover, then understand the goals and aspirations that are important to you.

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Step 2: Analysis

Keeping your goals in mind, we analyze your current situation and pinpoint areas that may need adjustment.

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Step 3: Solution

Afer careful thought, we offer personalized plans of action that support your goals while managing risks.

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Step 4: Implementation

Upon approval, we carefully implement the individualized solutions, gathering data for future performance assessment.

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Step 5: Periodic Review

Periodically we assess the effectiveness of our actualized plans, course-correcting as needed to best meet your desired outcomes.

Meet Your Advisor

Stephen looks forward to helping your reach your financial goals. Reach out anytime to arrange a chat!

Photo of Stephen Roesner

Stephen Roesner
Wealth Management Advisor Registered Representative
507-235-7567 (direct)
507-230-4000 (cell)

 

Schedule an appointment with Stephen!