Intelligent Financial Strategies is a fee-only Registered Investment Advisor in Minnetonka, Minnesota. Our sole focus is helping our clients achieve their most important financial goals and objectives. As such, we work only for our clients and place their interests above all else, which unfortunately, is not always the case in the financial advice industry.
We believe that the foundation of a succcessful client/advisor relationship is built on mutual respect and trust. We strive to maintain this respect and trust through ongoing counseling while having a thorough understanding of what is most important to you and your family.
Our financial planning process is structured to ensure that all of your financial needs are covered from an investment, estate, tax and risk management standpoint, working alongside your outside professional advisors such as attorneys, accountants and insurance advisors.
Our investment philosophy is based on the fundamental belief that it is not investment performance that is the main determinant to long-term investment success, but rather, it is investor behavior. This concept is reinforced through ongoing communications and discussion.
Feel free to contact us directly to see if we may be a good fit to help assist you and your family achieve financial independence or to help you create and sustain a legacy for future generations.