Superior Financial LLC

Plan, Navigate, Achieve.

Currently accepting new clients
by referral only
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

Neos Planning

Neos, a Greek word for new or young is a planning service designed for younger clients with good incomes but limited investable assets. Neos Planning clients pay a monthly subscription fee in exchange for financial coaching. (Service requires completion of a Financial Review).

Service includes two review sessions per year which can take place face-to-face or virtually plus unlimited advisor consultations.  Once a Neos Planning client accumulates $250,000 in assets under management, they are eligible to become a Wealth Management client.

Plus, as a Fee-Only, fiduciary advisor you can be sure that all advice and recommendations are made in your best interest.

Included in service:

  • Strategies for strengthening financial position
  • Cash flow management
  • Budgeting
  • Debt coaching
  • Savings coaching
  • Investment coaching
  • Risk Management, insurance coaching

Monthly Subscription Fee: $150

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.