Twin Cities Retirement Group LLC BBB Business Review
Patrick Illies. About.

Our Retirement Focus


 

At Twin Cities Retirement Group, we understand you have put in decades of hard work to make your retirement a reality. That is why we believe you deserve the highest level of specialized guidance at this critical time in your life.

Our level of specialization sets us apart. Many advisors offer retirement services, but very few focus exclusively in this area.  Retirement financial planning has been the sole focus of our group since the company was founded.  

We have further refined our level of specialization by choosing to work only with pre-retirees/retirees from a select number of large corporations in and around Minneapolis/St. Paul. This provides us with a unique level of knowledge regarding our clients' employer-sponsored retirement plans.

Our job is to help you navigate every step of the retirement planning process and make your financial and life transition as simple and productive as possible.  Let our experienced retirement financial professionals help when it matters most!

 

Fiduciary Standard of Care


Patrick Illies.
 

Twin Cities Retirement Group is a Registered Investment Advisor (RIA).  Therefore, we are required by law to follow a fiduciary standard of care.  As a fiduciary, we must, at all times, act for the sole benefit and interests of our clients.  Our fiduciary duty is the highest standard of care in our industry.   This is the same standard of care required of physicians, attorneys, and CPA’s.  A level of responsibility above that of a traditional “broker”.  It is a relationship of loyalty, trust and confidence.

The elimination of conflicts of interest is crucial when dealing with your life savings.  We have no proprietary interest in anything we recommend.  We are not employees of: a bank, brokerage firm, mutual fund or insurance company.  We do not earn commissions to sell you a product; we are paid a fee to give you the unbiased advice you need to be successful in retirement.  We only work for you!

 

Steele Capital Management, Inc.


 

At Twin Cities Retirement Group, we focus exclusively on retirement transition and financial planning for our clients.  Therefore, we understand that prudent investment management is critical to our clients' success throughout their retirement years.  As a result, we utilize the portfolio management services of Steele Capital Management, Inc.

Steele Capital Management, Inc. is a Registered Investment Advisor (RIA), which means they have a fiduciary duty to act in your best interests..    

We are proud to work with our strategic partner, Steele Capital Management, Inc., to help protect our clients' life savings and give them the comfort of knowing their retirement finances are continually monitored by investment professionals.

Please learn more about Steele Capital Management, Inc. here