Retirement Planners

Retirement PlannersRetirement PlannersRetirement Planners

Call Us @ (701) 235-0585

  • HOME
  • ACCOUNT ACCESS
  • COMMENTARY
  • OUR APPROACH
  • RESOURCES
  • CONTACT US
  • ABOUT US
  • FINRA BrokerCheck
  • More
    • HOME
    • ACCOUNT ACCESS
    • COMMENTARY
    • OUR APPROACH
    • RESOURCES
    • CONTACT US
    • ABOUT US
    • FINRA BrokerCheck

Retirement Planners

Retirement PlannersRetirement PlannersRetirement Planners

Call Us @ (701) 235-0585

  • HOME
  • ACCOUNT ACCESS
  • COMMENTARY
  • OUR APPROACH
  • RESOURCES
  • CONTACT US
  • ABOUT US
  • FINRA BrokerCheck

TOGETHER, LET'S BUILD A PLAN YOU CAN HAVE CONFIDENCE IN...

TOGETHER, LET'S BUILD A PLAN YOU CAN HAVE CONFIDENCE IN... TOGETHER, LET'S BUILD A PLAN YOU CAN HAVE CONFIDENCE IN... TOGETHER, LET'S BUILD A PLAN YOU CAN HAVE CONFIDENCE IN...

We are committed to helping our clients meet their financial goals. Specializing in retirement planning; we advise clients during working years as they accumulate assets and work with retirees to manage assets and distribution options during retirement years.

A Proven Approach

We start by clarifying your goals and analyzing your current portfolio. We'll discuss your risk tolerance, concerns and worries around investing, and answer questions you have about retirement.   Then we work together to design an investment strategy for you.

Why Us?

Because we're fun!  And we can talk to you in regular terms, explain your options and help you make sense of investing and retirement.  Oh yeah, and we have more than 35 years of experience between the two of us.  Check out our bios below for more details.

Our Team

Jake Lauritsen, Financial Advisor

Jake Lauritsen, Financial Advisor

Jake Lauritsen, Financial Advisor

Click here for Bio

Stephanie Lauritsen, CFP ®️

Jake Lauritsen, Financial Advisor

Jake Lauritsen, Financial Advisor

Click here for bio

Contact Us

It is never too early to get started on your retirement. Tell us more about your goals, and we will get you started on a plan to achieve them.

Retirement Planners

1241 Prairie Parkway, West Fargo, North Dakota 58078, United States

701-235-0585 701-297-8918 (fax)



Get Started Today

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel

Securities and Advisory Services offered through Geneos Wealth Management, Inc., Member FINRA/SIPC


Geneos Wealth Management Privacy Policy


FORM CRS


The website content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. 

Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for 

general information, and should not be considered a solicitation for the purchase or sale of any security.  By clicking on any of the referenced links within the website, 

you will be leaving the website of Retirement Planners.  In doing so you assume total responsibility and risk for the use of the site to which you are linking.