New financial planning solution, Lifewise, connects to busy young professionals
MINNEAPOLIS, MN–(Marketwired – August 19, 2015) – A new financial planning solution, Lifewise, is aimed at keeping the process of financial planning simple, easy to use and focused on the consumer.
Lifewise meets young professionals right where they are — whether that's in the process of paying down their student loans, saving for retirement or saving for a child's education, and offers financial solutions geared toward those it serves.
From online tools to face-to-face consulting with financial professionals, Lifewise does what many other financial planning services have failed to do — invite the young consumer to manage their financial future the way they want.
On your terms
"We are excited about this unique offering. We truly think we've found a way to help savvy professionals and busy families plan for their future on their terms," explained Financial Advisor, Matt Cosgriff, CFP®. Powered by BerganKDV — a business, technology and financial advisory firm formed by the recent merging of Bergan Paulsen, Networking Solutions and KDV — Lifewise is able to tap into the resources of a well-established and growing firm, while maintaining its own brand and energy.
"It's rare in our industry to see true innovation, and Lifewise really is just that. With this solution, we are offering convenient options to young professionals, saving them time and providing useful resources and tools," said BerganKDV Wealth Management Partner, Dave Hinnenkamp.