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Dana Brewer, CFP®

KLB Financial

3300 Edinborough Way
Ste 610
Edina, MN 55435-5246
Phone: (952) 885-9088
Fax: (952) 887-2949

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.