• A free no-obligation discussion about your needs and our solution options.
  • A one stop hub for elder financial decision making.
  • Processing government and insurance forms.
  • Methods and monitoring recommendations to mitigate elder fraud.
  • Communicating with and mediating difficult family negotiations.
  • Partnering with your legal counsel, financial adviser or other professionals.  
  • Maintaining a budget and plan that is monitored and minimizes surprises.
  • A highly efficient and cost effective accounting solution that invests time
    analyzing data & optimizing choices versus bookkeeping data tasks.
  • Twelve years experience volunteering & working with seniors up to 105 years old that had numerous health problems including strokes and vascular dementia.


Examples of the best of class awards achieved by David O'Brien include:

  • First accounting system for Technical Schools in Botswana, Africa
  • Volunteer founding director for Area Agency on Aging, Big Brother Big Sister Program, Waldorf School in Western, Wi.
  • Published "Journal to Gratitude" w Amazon.com
    • http://www.amazon.com/Journal-Gratitude-Mr-David-OBrien/dp/1456597362/
  • Honeywell Americas Quest for Excellence Competitions
    • First Place Service Response Center Globalization.
    • First Place Field  Automation Service Technology
    • Second Place Accelerated Sales Order Process
    • First Place Software Quality Assurance Awards



 

SOME OF THE BENEFITS YOU WILL ENJOY INCLUDE:

We do not:

We do not receive commissions, fees or any form of compensation from anyone except you. We advocate for what is best for YOU and YOU alone.  We do not recommend anything we would not do for our own family.

OUR COMPANY AT A GLANCE

We do:

The journey, through our elder years, requires numerous  decisions in an often complex world. Utilizing our experience and your personal wellbeing inventory, we help you identify, prioritize and establish what is in your best interests.  Together, we solve the big issues.

WHAT WE DO & DON'T DO:

OUR APPROACH:

Call: 612-562-9990
  • Advocate for you with the highest trust in managing and protecting your property.
  • Although focused on the Twin Cities Minnesota area, we meet & consult with whomever you choose.
  • Deliver professional services at competitive rates.
  • Begin the process when it is right for you.  If you are in pre-retirement, we can start with an inventory and long term planning.  If you need future help , we are there to administer a conservatorship, revocable trust, guardian assignment, or serve  as an estate personal representative/executor.
  • Your data is secure, backed up, and uses state-of-the-art procedures to mitigate fraud.
Fiduciary Financials, LLC