OUR TEAM

 
Ronald E. Machtan, LUTCF®

Ron has been serving clients throughout Minnesota and Wisconsin since 1972. His longevity can be attributed in part to adherence to his mission statement: to provide quality information and ethical service to folks who need to deal with the complexities of retirement planning and estate planning. Ron helps people achieve their financial goals by simplifying the complicated, using common sense approaches to tailor strategies suitable for each family’s needs.

 

Ron begins with a free, no-obligation in-depth analysis and evaluation of your current financial situation. If there are areas of need and you choose to utilize his experience, he will then put together a recommendation specific to you and your situation. You make all decisions without pressure.

 

Working with numerous farmers and business owners – people that have no time for anything other than honest guidance – you can count on Ron to shoot straight with you, and to be readily available by phone when you need him. If you can’t make it to see him, he will gladly come to you. Ron holds Series

6, 7 and 65 securities registrations and has earned the Life Underwriter Training Council Fellow℠ designation.

 

Ron and his wife of 42 years have two children and one granddaughter. A wildlife and outdoor enthusiast, Ron is an avid fisherman and hunter, as well as an artist. Ron and his wife regularly attend Wooddale Church in Eden Prairie, MN.