5100 Thimsen Ave Ste 228 Minnetonka MN 55345 *** christine@LIVEWealthPlanners.com

Protect, Save, Grow Wealth

Call Today: 612-247-1621

  • Home
  • Open an Account
  • Client Portal & Resources
    • Access Account & Trade
    • Cetera's Weekly Recap
    • Market Perspectives
  • Coffee with Christine
  • Podcast: Money Mix
  • Million Dollar Club
  • Partnerships
  • Join Our Team
  • More
    • Home
    • Open an Account
    • Client Portal & Resources
      • Access Account & Trade
      • Cetera's Weekly Recap
      • Market Perspectives
    • Coffee with Christine
    • Podcast: Money Mix
    • Million Dollar Club
    • Partnerships
    • Join Our Team
Protect, Save, Grow Wealth

Call Today: 612-247-1621

  • Home
  • Open an Account
  • Client Portal & Resources
  • Coffee with Christine
  • Podcast: Money Mix
  • Million Dollar Club
  • Partnerships
  • Join Our Team

Investing Made Simple

You choose how to work with us:

Open Accounts:

  1. Self-Directed Accounts
  2. Managed Accounts
  3. Annuities
  4. Insurance Policies
  5. One-time Financial Plan
  6. Short Term Investing Accounts
  7. Business Retirement Plans (401-k, Simple, SEP)
  8. "Start Small" Accounts (including 529 Plans)


Details below!

Open an Account

Open Accounts that fit Your Lifestyle Today!

Open Self Directed Accounts

Open Self Directed Accounts

Open Self Directed Accounts

Account Minimum: $10,000


You Control Your Future!


Invest for Your Future - You are Worth It!

Open Self Directed Accounts

Open Managed Accounts

Open Self Directed Accounts

Open Self Directed Accounts

Account Minimum: $25,000


You Sit Back & Relax as we Manage Strategies! 


Invest for Your Future - You are Worth It! 

Open Managed Accounts

Open Annuities

Open Self Directed Accounts

Open Insurance Policies

Account Minimum: $25,000


Grow Wealth & Create Lifetime Income!


Invest & Protect Your Future - You are Worth It!  

Open Annuities

Open Insurance Policies

Open Principal Protected Accounts

Open Insurance Policies

Premiums Vary Depending on Insurance Policy


 Health, Tobacco use and Time period Coverage

Life, Long Term Care, Disability, Group Life, Health and HSA 


Protect Your Future & 

Loved Ones - They're Worth It!

Request Insurance Quotes

One Time Financial Plan

Open Principal Protected Accounts

Open Principal Protected Accounts

One time cost: $1500


Customized financial projections, detailed financial roadmap highlighting retirement cash-flow analysis, what-if scenarios, social security, employee benefit and pension analysis.


Get your Plan - Your Financial Future is Worth it!

Customized Financial Plan Request

Open Principal Protected Accounts

Open Principal Protected Accounts

Open Principal Protected Accounts

Account Minimum: $25,000


Treasury Issued T-bills

Fixed CDs

Market Linked CDs & 100% Protected Notes


When You DON'T want to 

Risk Losing Your Principal!

Open Principal Protected Accounts

Open a Retirement Plan for your Business

Open a Retirement Plan for your Business

Open a Retirement Plan for your Business

Account Minimum: Start-up new Retirement Plan for your Business

or 

Transfer over your 

Current Business Retirement Plan

Pay less fees and get more Advice & Support

Your Future is Worth It!

Open a 401-k for my Business

Open a "Start Small" Account

Open a Retirement Plan for your Business

Open a Retirement Plan for your Business

Account Minimum $500 plus $50 Systematic 


529 Plans (Education Focus Accounts)

Or

If you are starting out on your investing journey!


Invest for Your Future - You are Worth It!

Open a Start Small Account

More Details Below

Open a Retirement Plan for your Business

More Details Below

Call or Email with your questions!


612-247-1621

christine@LIVEWealthPlanners.com


Get Your Questions Answered - 

Your Future is Worth it!

Needing Help Deciding What Accounts to Open

Account Details

Self Directed Accounts

Self Directed Accounts

Self Directed Accounts

Account Minimums: $10,000


You decide what investments you want in 

your Self Directed Account:

  • Mutual Funds
  • ETFs
  • Stocks
  • Bonds
  • Options (trading is available)


You place trades online, on the  secure Cetera client portal, called Advice Works for : $19.95

If you prefer, you can call in your trade requests to have our traders place your unsolicited trades  on your behalf at a discounted rate 

Managed Accounts

Self Directed Accounts

Self Directed Accounts

Account Minimum: $25,000

Your LIVE Wealth Planners Financial Advisor will:

 

  • Create a Comprehensive Financial Plan 
  • Align assets to support personalized risk tolerance and customized  portfolios 
  • Continue adjustments alignments to support your on-going life changes


Discounted all-in costs  starting at .945% basis points annually and go down from there!  The more money you invest, the lower the costs.

Annuities

Self Directed Accounts

Insurance Policies Available

Minimum $25,000 


We do have Zero Fee Annuities Available


We have  Annuities that provide Lifetime Income


We have Annuities that have 

Full Principal Protection


We offer Annuities with  Guaranteed 

Fix Interest Rates


We offer Annuities that are attached to an index and offer Downside Protection 

Insurance Policies Available

Principal Protected Investing

Insurance Policies Available

Cost Vary

(Depending on Age, Tobacco use, Health Status)


  • Life Insurance: Term & Whole Life 
  • Long-Term Care
  • Disability Insurance
  • Group Life
  • Group Health
  • P&C and Individual Health Insurance offered Through Trusted Insurance* 

One Time Financial Plan

Principal Protected Investing

Principal Protected Investing

$1500


Comprehensive Financial Plan


Customized Financial Projections, detailed financial roadmap highlighting retirement cash-flow analysis, what-if scenarios, social security, employee benefit and pension analysis.


Account Aggregation, Electronic Vault

Principal Protected Investing

Principal Protected Investing

Principal Protected Investing

Account Minimums: $25,000


We have Cash and Money Market Alternatives:


  • T-Bills  which are  issued by the U.S Treasury (1 month,  2 month, 3 month, 6 month, 9 month and one year time periods)
  • Brokered CD = FDIC Insured
  • 100% Principal Protected Notes


Interest Rates and Offerings change daily

Business Retirement Plans

Or contact us to learn what Accounts are Best for You! 612-247-1621

Open a "Start Small" Accounts

Minimum: $0, we will establish a start-up


Open a new Retirement Plan for your Business 

OR  

Transfer over your  Current Business Retirement Plan to receive Exemplary Support and Advice with lower costs for the business and employees

  • Online easy account access
  • Education based support 
  • Discounted fees for Business Owners and Employees
  • Customized Plans to meet Business Owners expectations

Open a "Start Small" Accounts

Or contact us to learn what Accounts are Best for You! 612-247-1621

Open a "Start Small" Accounts

Minimum: $500 and systematic of $50  


529 Plans help you save for those expensive school expensive.  We offer for our WI families, the Tomorrow Scholar plans.  For investors  in other states, we offer the College America 529 plan with American Funds.


"Start Small" Accounts have Specific Investment Strategies that fit All Risk Tolerances
Accounts Types Available: 

  • 529 Plans
  • ROTH IRAs
  • Traditional IRAs
  • Non-profits
  • Non-qualified Accounts 

Or contact us to learn what Accounts are Best for You! 612-247-1621

Or contact us to learn what Accounts are Best for You! 612-247-1621

Or contact us to learn what Accounts are Best for You! 612-247-1621

Or Email us at:

Christine@LIVEWealthPlanners.com

Start a new Account Today!

LIVE Wealth Planners are licensed to support clients living in the States Highlighted in PINK below:

Video

Coffee with Christine: Open an Account

 

 

 

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Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera Investment Services and Cetera Investment Advisers are under separate ownership from any other named entity.

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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com












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