TopLine Investment Services investment professionals are here to help you make informed decisions and the most out of your hard-earned money by providing answers, presenting options and contributing to your financial education, all to help you work towards your goals.
TopLine Investment Services financial consultants work with LPL Financial to provide professional financial planning, investment, insurance and retirement planning services to help you pursue your financial goals and prepare for life's biggest events - marriage, children, college and retirement.
Each Minneapolis/St. Paul-based Investment Representative is securities-registered and insurance-licensed and brings a wealth of knowledge and experience to TopLine Investment Services. All consultations are free, and there is never any obligation to invest.
TopLine Investment Services hosts a wide array of free workshops on topics such as pursuing retirement income, estate planning and more.
You can always reach us at 763-391-0843.
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Newsletters
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
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A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.