When Rita Wilczek opened her business in 1988, she wanted to exceed expectations. She wished to be free to examine her clients' needs then present a menu of strategic options in the retirement plan arena. Instead of working for a company that dictates which services and products she could offer, she wanted the freedom to ALWAYS ACT IN HER CLIENT'S BEST INTEREST. To deliver exemplary service, she developed a team that met her high standards.
Excellent Service and Knowledge
A Minneapolis native with a bachelor's degree in business administration from the University of Minnesota, Carlson, Rita aids many business owners with personal investment planning solutions and tax-advantaged retirement plans. She receives many referrals from clients and accountants, and is honored that they feel confident sending their clients to her. Her strategic alliances with CPAs, attorneys and other professionals allow her to offer a wide range of services at affordable prices. She is an Investment Advisory Representative, and through the American College of Bryn Mawr, PA, a ChFC (Chartered Financial Consultant) and a CLU (Chartered Life Underwriter).