Excel Financial

Excel Financial is a dedicated team of experienced professionals committed to providing independent advice and financial straight-talk to individual investors and businesses alike. We strive to empower our clients, both individuals and organizations, to achieve their financial goals through informed and inspired decision-making.

Our Services: Tailored to Meet Your Unique Needs

At Excel Financial, we pride ourselves on delivering a diverse range of services designed to cater to the unique needs of our clients, including:

1. Financial Planning: Our financial planning services aim to help you make sense of your disparate wealth interests and bring them together in a cohesive whole. We work closely with you to address your current financial situation, protect and preserve your wealth, and create a tailored plan for your future. With our meticulous attention to detail and dedication to your financial success, you'll be able to navigate the complex world of finance with confidence and ease.

2. Structured Investing: Through our structured investing services, we'll help you reach for your most ambitious financial aspirations. By employing a durable, evidence-based investment strategy, you can count on us to help you achieve your goals while minimizing risk and maximizing returns. Our experienced team of investment professionals utilize state-of-the-art research and proven strategic approaches to design and manage investment portfolios that align with your unique financial situation and risk tolerance.

3. Spending & Retirement: Our spending and retirement services focus on enabling you to live your best life today while safeguarding your future financial security. We help our clients navigate the complexities of lifetime income distribution and tax planning, ensuring that your savings and investments work for you in the most effective and efficient ways possible. Our team of experts will work with you to develop a lifelong spending strategy that supports your financial goals and safeguards your hard-earned wealth.

4. Business Benefits: Excel Financial specializes in advising businesses on their tailored benefits programs. By employing rigorous process management techniques, we help our clients streamline retirement plans and related employee benefits programs. Our goal is to provide measurable results that translate into success for both the organization and its employees. With Excel Financial on your side, you'll benefit from a solid, unbiased perspective on financial management and expert advice on optimizing your benefits programs.

The Excel Financial Advantage: Independence, Integrity, and Expertise

At Excel Financial, our independence is the cornerstone of our success. As an independent advisory firm, we are unbeholden to any corporate sales agendas or pressures, allowing us the freedom to innovate and collaborate in the best interest of our clients. With our collective expertise and unwavering commitment to serving our clients, you'll have a dedicated partner on your path to financial growth and success.

Our experienced and credentialed team of professionals includes:

• Jim Loquai, CRPS, AIF, CFP: Partner
• John Loquai, CFP: Partner
• Brent Urbach, CRPC: Partner
• Mike Spangler, CRPC: Partner
• Julie Loquai: Partner
• Bev Spangler
• Alicia Loquai
• John P Moran, CPA/ABV, CVA, CMA: Senior Associate, Accredited Business Valuator
• Jim Long, CPA: Senior Associate

Our offices are conveniently located in Hastings, MN, Red Wing, MN, and Greenwood Village, CO. If you're ready to embark on your financial journey with experienced professionals committed to your success, we invite you to get in touch with us today. Let's excel together!