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11670 Fountains Drive, Suite 200. Maple Grove., MN 55369.

Phone:

  • 763-445-2785 - Office

E-mail:

  • craig@coachcraigfinancial.com

  • christopher.patnode@lpl.com

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Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

We have interesting videos for you to watch on my site.

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Stocks and Stock Mutual Funds 101

Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

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Transcript

Newsletters

  • Q&A on RMDs

    Here are answers to some key questions about required minimum distributions.

  • Test Your Knowledge of Estate Planning

    Taking this quiz may help increase understanding of estate planning.

  • Medicare Open Enrollment: A Time for Choices

    Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

  • Taxing Social Security Benefits: Clearing the Confusion

    The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

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LPL Financial Form CRS

 Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, MI, MN, WI.

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