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Money Matters is a fee-only, independent financial planning firm in Minnetonka, Minnesota that provides comprehensive, holistic financial planning for small business owners, professionals, and individuals planning for retirement. They emphasize client trust and long-term relationships, explain complex concepts in plain language, and offer free get-acquainted meetings to determine if their resources meet a client’s needs. The firm is family-owned and led by Rod, a CPA, CFP, and NAPFA-Registered Financial Advisor, focusing on aligning all financial components and maintaining strong referrals and low client turnover.
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