Find the Certified Financial Planner™
Who's right for you.

Gaylen J. Harms, CFP®, CLU, ChFC,

Fortune Financial

10261 Yellow Circle Dr.
Minnetonka, MN 55343-9112
Phone: (952) 908-2520
Fax: (952) 908-2501

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Succession Planning
  • Long-term Care

 

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.