In January of 2023, my team expanded our reach to southern Minnesota. We had an opportunity to work with retiring Financial Advisor, Roger Kahle, and his associates in Austin, MN. The deal was finalized in December and our first client meetings took place shortly after the new year. It was important for me to bring the level of financial planning and strategy we offer to our metro-area clients to greater Minnesota. You don’t need to be wealthy to enjoy sophisticated and professionally crafted financial advisory services.
The first six months have largely been focused on meeting clients and getting to know the area. It’s been fun to see how members of the community will be there to help when needed. We needed some furniture moved during our first few days, and within an hour, we had several people from the local business community that stopped by to help. The people of Austin have been incredibly welcoming and helpful, as we’ve worked hard to incorporate ourselves into the local mix.
What’s our objective and approach?
What am I enjoying most about the area?
I appreciate the ease of movement through a smaller town! I can go from one end to the other, windows down, enjoying the scenery. It’s a nice change of pace from freeway driving.
I maintain staff in both Austin and Eden Prairie locations, and our communication systems are merged, making client contact a seamless experience. Our teams travel between locations, ensuring that we have plenty of “boots on the ground” to keep things running smoothly. Both communities are different, but essentially the same. We have families, homes, expenses, and goals. We all want to make wise decisions and plan for those who are in our care. My associates and I are here to facilitate those
conversations.
If you have been with us for many years, we appreciate your business and remain at your service. If you are new to us and you have questions, please email us at info@integritywealth.com. Lastly, if I may be of value to someone in your life, I greatly appreciate referrals and welcome the opportunity to learn more.
Jeffrey A. Coplan, AAMS®, CFP®
Financial Advisor
Registered Principal, RJFS
