Superior Financial LLC

Plan, Navigate, Achieve.

Superior Financial LLC - Fee Only Financial Planning in Southeast MN - Retirement planning, education, insurance, tax, estate, debt, investment management

"Without counsel plans fail,
but with many advisers they succeed."
Proverbs 15:22

Main Content

A Superior Approach

Since 2008, Superior Financial has helped everyday people—especially retirees—gain clarity and confidence about their financial future through fee-only, fiduciary financial planning. Our comprehensive planning process is designed to guide you through life’s transitions, avoid costly mistakes, and create a strategy that supports the life you want to live. We specialize in retirement income planning, tax planning, and estate planning, all customized to your specific situation.

I think you’ll appreciate this refreshing, Superior approach.

The Superior Advantage

FEE-ONLY AND FIDUCIARY
You deserve independent, objective advice so we are Fee-Only and have taken a Fiduciary Oath.
TRANSPARENT FEE
Fee schedules are clear and below industry averages.
COSTS MATTER
When advising on investments and insurance, we focus on low-cost solutions that directly benefit you.
CONVENIENTLY LOCATED
Located in Rochester, MN, we serve clients remotely and in-person in SE Minnesota and across the country.

Financial Review

Financial Review is a limited engagement, financial assessment designed to help you answer your most immediate financial questions.
Learn more.

Neos Planning

Neos Planning is a planning service designed for professionals with higher income but limited assets.
Learn more.

Wealth Management

Wealth Management is a holistic planning service designed to allow you to live the life you desire with confidence.
Learn more.

PETER MELSNESS, CFP®


Rochester, MN
507-316-0160 | Email

What should you look for in a Financial Advisor?

Located in Rochester, Minnesota

Peter Melsness CFP® serves as your fiduciary advisor and through a comprehensive planning process, helps you feel confident and in control of your finances.

Privacy Policy

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Superior Financial, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites. Investment advisory services are offered through Superior Financial, LLC, an investment adviser domiciled in and registered with the State of Minnesota. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator.

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Superior Financial, its principals and representatives do not share personal data (phone numbers) and consent with third parties / affiliated or partners.