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

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  • 763-445-2785 - Office

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  • craig@coachcraigfinancial.com

  • christopher.patnode@lpl.com
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Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
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Transcript

Newsletters

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

  • Navigating Medicare Open Enrollment

    The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

  • Test Your Knowledge of Estate Planning

    Taking this quiz may help increase understanding of estate planning.

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

More Newsletters »

Calculators

  • Tax-Deferred Savings

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

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

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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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