Kauffman Larwin

At Refine Wealth Strategies, we believe that your financial future should be carefully planned and strategically managed. Our team of experienced financial planners is dedicated to helping you achieve your financial goals and securing your financial well-being for the long term. With nearly 20 years of experience in the financial planning industry, we have helped numerous individuals, families, and businesses navigate the complexities of financial planning and achieve their financial aspirations.

Our Philosophy

We take a unique approach to financial planning, focusing on the development of a comprehensive, personalized plan that helps you achieve your goals and objectives. We believe that financial planning is not just about managing money, but about creating a plan that aligns with your values, goals, and priorities. Our team is committed to providing personalized service, expert guidance, and cutting-edge strategies to help you achieve your financial aspirations.

Our Services

Our team offers a range of financial planning services, including:

• Comprehensive Financial Planning: A detailed, comprehensive plan that helps you achieve your financial goals and objectives.
• Investment Management: Expert investment management services designed to help you grow your wealth and achieve your financial goals.
• Retirement Planning: A customized retirement plan designed to help you achieve a comfortable retirement.
• Wealth Transfer Planning: A comprehensive plan designed to help you transfer your wealth to your loved ones in the most tax-efficient and effective manner.
• Education and Resources: A library of educational resources, including financial planning guides, articles, and videos, designed to educate and inform you on various financial topics.

Our Team

Our team of experienced financial planners is dedicated to helping you achieve your financial goals and securing your financial well-being for the long term. With years of industry experience, our team has the expertise and knowledge to help you navigate the complexities of financial planning. Our team is committed to providing personalized service, expert guidance, and cutting-edge strategies to help you achieve your financial aspirations.

About Our Office

Our office is located in Minnetonka, Minnesota, and we serve clients throughout the state and across the country. Our team is dedicated to providing exceptional service and expertise to our clients, and we are committed to helping you achieve your financial goals.

Conclusion

At Refine Wealth Strategies, we are committed to helping you achieve your financial aspirations and securing your financial well-being for the long term. Our team of experienced financial planners is dedicated to providing personalized service, expert guidance, and cutting-edge strategies to help you achieve your financial goals. We believe that financial planning is not just about managing money, but about creating a plan that aligns with your values, goals, and priorities.