Providing Keys for Your Financial Success
(507) 451-1991
634 West Bridge Street, Owatonna, MN 55060
Today’s economic environment presents many challenges, along with these challenges come opportunities and potential rewards for those who identify long-term trends.
Whether you’re facing retirement, or looking to better understand certain investment ideas, we can help you address your most pressing money questions.
Our first priority is your overall financial success. We focus on providing our clients with a holistic financial planning experience. We do this by learning more about your personal situation, identifying your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. We see ourselves as being on the same side of the table as our clients, and when providing advisory services, do so in a "fiduciary" capacity.
As you search our website, send us a note regarding any questions you have regarding any investment concept or product. We’ll get back to you quickly with a thoughtful answer.
True Wealth Story
True Wealth Advisors Group was founded in 1990. The goal was simple then and remains simple to this day, "Help people have peace of mind and confidence in their financial future". As a multi-generational family owned business, family values and helping people are at the core of all the decisions we make as a company.
We are "Independent" financial advisors, this means that we are not limited on which investments or products to use. Since we have no proprietary products, we don't have to worry about conflicts of interest with investment selection. We simply look for what we consider the best investments for your situation, and use them.
With integrity built into everything that we do, it is no wonder that the number of families we serve has grown substantially over the years.
Mission
It's about you, our client, feeling a greater peace of mind and more confidence in your financial future.
We do this with our "Keys to Financial Success".
TRUST
We believe in establishing long-term, trusting relationships with you.
NEEDS
We listen and ask questions to discover your personal values and dreams. We serve you and your family as you are faced with decisions along life's journey.
STRATEGIES
We recommend and implement strategies for your success.
SERVICE
We provide excellent service for you.
Services
Our combination of licenses, registrations, and special education enables us to work with all types of investments. Our process takes a comprehensive approach to planning that incorporates your insurance, legal, and accounting needs, in addition to your investments.
We offer our clients a variety of valuable services including:
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Retirement and Financial Planning
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401(k)'s and 403(b)'s, etc..
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SEP, Traditional, and Roth IRA's
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Income Distribution Strategies
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Social Security Planning
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Legacy Planning
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Estate transfer
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Charitable giving
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Medium Term Strategies
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Investment strategies
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College savings
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Individual (non-retirement) investment accounts
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Large expense funding
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Risk Management
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Investment options
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Wealth Protection Strategies
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Life Insurance
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Long-Term Care Insurance
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Tax Minimization Strategies
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Communication and Education
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Investment Management
We can answer questions such as:
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Am I in good investments for my goals?
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What's a good approach for college savings?
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What are the elements of a sound estate strategy?
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Do I have enough insurance to take care of my family?
Meet The Team
Cindy O'Meara
Financial Advisor
Cindy has been registered in the securities business since 1986. She is an Investment Advisor Representative with Cambridge Investment Research, Inc.
Cindy carefully listens, learns her clients needs and recommends solutions for each individual's financial goals. She constantly strives to improve her knowledge of the industry through intensive study and research.
Schedule an appointment with Cindy today by clicking on the button above.
James Scholljegerdes
Financial Advisor
James has been a Financial Advisor since 2007. He helps customers to identify their needs and goals and then focus on solutions that can help make them a reality. James works with investment strategies, research, and enjoys analyzing data to look for investment opportunities. James has his Series, 7, 63, 65 registrations and has a CES (Certified Estate and Trust Specialist) designation.
When James isn't working he likes spending time with his wife and 3 young boys, kayaking, distance running, and traveling as much as possible.
Schedule an appointment with James today by clicking on the button above.
Brenda Claeys
Operations and Service Manager
Brenda oversees the management of our operations and customer service. She coordinates new business, processes client service requests and makes sure financial transactions are in compliance and completed accurately.
Brenda has an extensive background in Client Relations and customer service experience.
Brenda attended Minnesota State University -Mankato. She has her licenses in Health and Life Insurance. Her expertise in areas of small business management is apparent in the way she cares for our clients and the administration of assets they have entrusted to our firm. Brenda's enthusiasm and work ethic make her an invaluable addition to the TWAG team.
Brenda, born and raised in Owatonna, loves spending time with her family and all the busyness that goes with it!! They are into dance, soccer, music of all sorts and other activities that keep them all hopping from one thing to the next. She treasures each and every moment!!
Julia Knapper
Relationship Manager
Julia has a background in financial services, which includes: banking and retirement services. She grew up in Owatonna and attended both Owatonna High School and Riverland Community College.
Julia is committed to customer service, “My passion is people, and my favorite part of my job is getting to know the clients!”
In her spare time Julia enjoys crafting, nature, reading, and spending time with her family.