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FOUR POINTS ADVISORY LLC

Retirement Solutions Specialists

Serving the Twin Cities Metro and Greater Minnesota Area

Retirement Planning & Investment Portfolio Management

The Road to Retirement is Different for All of Us

Medicare Advantage and Supplement Plans

The Road to Retirement is Different for All of Us

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Make Us Your Local Insurance and Investment Advisor

Complimentary 45-minute consultation to review your current Retirement Strategies

(612) 470-0150

INVESTMENTS - LIFE INSURANCE - MEDICARE - RETIREMENT PLANNING

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As Independent Insurance and Investment Advisors, we can truly focus on our clients best interest. Four Points Advisory LLC can provide professional retirement planning services, money managers, institutional products, and advanced products for accredited investors that the general consumer does not normally have access to. Investment and Investment Advisory Services are offered to our clients through our broker dealer, World Equity Group Inc. a member of FINRA and SIPC.

Advisory clients are not charged a commission on transactions in their accounts.  Advisory clients are charged a monthly fee for assets under management. If the market dips our monthly fees are less. If the market is good and our clients do better then we do better. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance product sales, including annuities - life insurance and long term care insurance or broker dealer services which pay a commission.

 

The Fiduciary Difference

Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services.  

ACCREDITATIONS

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4325 Pheasant Ridge Drive NE, Suite 610
Minneapolis, Minnesota
55449 United States

  •  Tel: (612) 470-0150
  •  Fax: (612) 470-0077
  •  chuck.taylor@fourpointsadvisory.com
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Four Points Advisory LLC is Independently Owned and Operated.
Securities and Investment Advisory Services offered through World Equity Group, Inc. member FINRA and SIPC, a Registered Investment Adviser
World Equity Group Form CRS can be found here: WEG CRS

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