Skip to main content
  • Home
  • About Us
    • Our Associates
    • Who is Craig Jergenson
    • My Services
    • Download Forms
    • Our Location
    • Featured Links
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • Information Request
  • Contact Us

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

Phone:

  • 763-445-2785 - Office

E-mail:

  • craig@coachcraigfinancial.com

  • christopher.patnode@lpl.com

  • LinkedIn Icon

Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Contact Us

 


 



 

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

More Videos »
Transcript

Newsletters

  • REITs Offer Income and Diversification

    Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

  • Location, Location, Location: The Premium Parents Pay for Top Schools

    Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

  • Life Insurance Might Help During Turbulent Economic Times

    During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.

  • Strategies for Smarter Giving

    In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

More Newsletters »

Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

More Calculators »

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.

  • Site Map