Jason Steven Rognrud, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

News

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
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Medicare Simplified: Know your Options, Know your Costs

Find out the key considerations and information to help you select the Medicare options that are right for your needs. Download now.

Financial Bootcamp for New Parents

How children can impact your finances and how you can best prepare for it. Learn more.

Create a Budget in 5 Simple Steps

Get a handle on how much money is coming in and going out each month by creating a budget. Learn the five simple steps to create and follow a budget.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

These Lesser-Known, Affordable Vacation Spots Will Thrill Your Family

Here are 5 lesser-known, but still amazing vacation spots — and what to do while you’re there.

 

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