At Preferred Resource Group (PRG), we believe financial planning is about more than just numbers. It’s about people, their dreams, and crafting personalized strategies to help them pursue their financial goals. Founded in 1999 we’ve been proudly serving the Twin Cities and beyond with a dedication to comprehensive, holistic financial planning.

What We Offer

Our advisors are here to help, no matter where you are on your financial journey:
Starting Out: Young professionals just getting their footing.
Planning for Retirement: Those preparing to step into the next phase of life.
Everything In Between: Whether you’re saving for a child’s education, navigating unexpected medical expenses, or working toward financial independence, we’ve got your back.

We offer complimentary consultations at each of our four offices located in Golden Valley, Maple Grove, Pipestone and Shoreview, Minnesota.

Who We Are

We’re a network of financial advisors who understand that financial planning is a process, not a product. Our team takes a collaborative approach, coordinating recommendations from attorneys, accountants, and other professionals to create a cohesive strategy tailored just for you.

Contact us today to get started!

Contact Us


Please feel free to contact us with any questions.

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Articles

What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond. 1 When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly...
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common. 1, 2 Many people today believe they’ll need at least $1.5 million saved to retire comfortably. 3 But is that number right for you? The real “magic number” varies widely depending on your current savings, future goals, and lifestyle plans. A clearer picture of retirement readiness...